Abundance Wealth Counselors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Sell |
32,584
-45
| -0.1% | -$1.64K | 0.22% | 82 |
|
|
2025
Q1 | $1.08M | Buy |
32,629
+3,115
| +11% | +$103K | 0.23% | 79 |
|
|
2024
Q4 | $833K | Buy |
29,514
+505
| +2% | +$14.3K | 0.18% | 89 |
|
|
2024
Q3 | $726K | Buy |
+29,009
| New | +$726K | 0.15% | 103 |
|
|
2024
Q2 | – | Sell |
-23,893
| Closed | -$586K | – | 144 |
|
|
2024
Q1 | $586K | Buy |
23,893
+6,903
| +41% | +$169K | 0.13% | 98 |
|
|
2023
Q4 | $418K | Sell |
16,990
-690
| -4% | -$17K | 0.11% | 107 |
|
|
2023
Q3 | $407K | Buy |
+17,680
| New | +$407K | 0.12% | 103 |
|
|
2023
Q2 | – | Sell |
-15,684
| Closed | -$545K | – | 139 |
|
|
2023
Q1 | $545K | Buy |
15,684
+2,182
| +16% | +$75.8K | 0.14% | 98 |
|
|
2022
Q4 | $501K | Buy |
13,502
+1,145
| +9% | +$42.5K | 0.14% | 93 |
|
|
2022
Q3 | $400K | Buy |
12,357
+1,066
| +9% | +$34.5K | 0.11% | 98 |
|
|
2022
Q2 | $436K | Buy |
11,291
+1,856
| +20% | +$71.7K | 0.12% | 98 |
|
|
2022
Q1 | $342K | Buy |
+9,435
| New | +$342K | 0.09% | 107 |
|
|
2021
Q2 | – | Sell |
-2,896
| Closed | -$119K | – | 320 |
|
|
2021
Q1 | $119K | Buy |
+2,896
| New | +$119K | 0.03% | 100 |
|