Accurate Wealth Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Sell |
9,673
-1,001
| -9% | -$35.8K | 0.05% | 333 |
|
|
2025
Q1 | $336K | Sell |
10,674
-349
| -3% | -$11K | 0.06% | 259 |
|
|
2024
Q4 | $312K | Buy |
11,023
+1,917
| +21% | +$54.3K | 0.06% | 287 |
|
|
2024
Q3 | $231K | Sell |
9,106
-1,017
| -10% | -$25.8K | 0.05% | 337 |
|
|
2024
Q2 | $237K | Sell |
10,123
-131
| -1% | -$3.07K | 0.06% | 288 |
|
|
2024
Q1 | $264K | Buy |
+10,254
| New | +$264K | 0.08% | 238 |
|
|
2023
Q1 | – | Sell |
-260
| Closed | -$10.5K | – | 1387 |
|
|
2022
Q4 | $10.5K | Buy |
+260
| New | +$10.5K | ﹤0.01% | 844 |
|