Advisornet Financial’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $79.8K | Sell |
2,192
-77
| -3% | -$2.9K | ﹤0.01% | 893 |
|
|
2025
Q4 | $84.9K | Buy |
2,269
+374
| +20% | +$13.2K | ﹤0.01% | 872 |
|
|
2025
Q3 | $63K | Sell |
1,895
-1,320
| -41% | -$46.1K | ﹤0.01% | 958 |
|
|
2025
Q2 | $117K | Buy |
3,215
+3,078
| +2,247% | +$106K | 0.01% | 713 |
|
|
2025
Q1 | $4.53K | Hold |
137
| – | – | ﹤0.01% | 1625 |
|
|
2024
Q4 | $3.87K | Hold |
137
| – | – | ﹤0.01% | 1513 |
|
|
2024
Q3 | $3.43K | Buy |
137
+111
| +427% | +$2.67K | ﹤0.01% | 1655 |
|
|
2024
Q2 | $595 | Sell |
26
-40
| -61% | -$969 | ﹤0.01% | 1920 |
|
|
2024
Q1 | $1.62K | Buy |
66
+24
| +57% | +$576 | ﹤0.01% | 1633 |
|
|
2023
Q4 | $1.03K | Buy |
42
+13
| +45% | +$287 | ﹤0.01% | 1876 |
|
|
2023
Q3 | $667 | Sell |
29
-2
| -6% | -$50 | ﹤0.01% | 1912 |
|
|
2023
Q2 | $836 | Sell |
31
-680
| -96% | -$20.6K | ﹤0.01% | 1927 |
|
|
2023
Q1 | $24.7K | Sell |
711
-19
| -3% | -$720 | ﹤0.01% | 1004 |
|
|
2022
Q4 | $27.1K | Buy |
730
+303
| +71% | +$10.9K | ﹤0.01% | 962 |
|
|
2022
Q3 | $14K | Buy |
427
+260
| +156% | +$10.3K | ﹤0.01% | 1240 |
|
|
2022
Q2 | $6K | Buy |
+167
| New | +$6.47K | ﹤0.01% | 1487 |
|
|
2022
Q1 | – | Sell |
-2,096
| Closed | -$83.8K | – | 2223 |
|
|
2021
Q4 | $96K | Buy |
2,096
+65
| +3% | +$2.89K | 0.01% | 831 |
|
|
2021
Q3 | $87K | Buy |
2,031
+156
| +8% | +$7.13K | 0.01% | 840 |
|
|
2021
Q2 | $87K | Buy |
+1,875
| New | +$84.4K | 0.01% | 822 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 1837 |
|
|
2020
Q4 | – | Sell |
-250
| Closed | -$8.75K | – | 1868 |
|
|
2020
Q3 | $8K | Buy |
250
+2
| +0.8% | +$66 | ﹤0.01% | 1345 |
|
|
2020
Q2 | $8K | Buy |
248
+3
| +1% | +$91 | ﹤0.01% | 1369 |
|
|
2020
Q1 | $7K | Buy |
245
+2
| +0.8% | +$76 | ﹤0.01% | 1367 |
|
|
2019
Q4 | $11K | Buy |
+243
| New | +$11.1K | ﹤0.01% | 1373 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 1668 |
|
|
2018
Q4 | – | Sell |
-124
| Closed | -$6.89K | – | 1584 |
|
|
2018
Q3 | $7K | Hold |
124
| – | – | ﹤0.01% | 1227 |
|
|
2018
Q2 | $6K | Hold |
124
| – | – | ﹤0.01% | 1261 |
|
|
2018
Q1 | $6K | Hold |
124
| – | – | ﹤0.01% | 1199 |
|
|
2017
Q4 | $6K | Buy |
+124
| New | +$5.92K | ﹤0.01% | 1093 |
|
Other funds holding UGI
VPM
VCM
SCM
