Addison Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.91K | Hold |
80
| – | – | ﹤0.01% | 746 |
|
|
2025
Q1 | $2.65K | Hold |
80
| – | – | ﹤0.01% | 727 |
|
|
2024
Q4 | $2.26K | Hold |
80
| – | – | ﹤0.01% | 739 |
|
|
2024
Q3 | $2K | Buy |
+80
| New | +$2K | ﹤0.01% | 739 |
|
|
2022
Q2 | – | Sell |
-37
| Closed | -$1K | – | 777 |
|
|
2022
Q1 | $1K | Sell |
37
-111
| -75% | -$3K | ﹤0.01% | 685 |
|
|
2021
Q4 | $7K | Buy |
+148
| New | +$7K | ﹤0.01% | 447 |
|