Advisory Services Network’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Buy |
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|
2025
Q1 | $1.44M | Buy |
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|
2024
Q4 | $1.2M | Sell |
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|
2024
Q3 | $975K | Hold |
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|
2024
Q2 | $975K | Sell |
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|
2024
Q1 | $1.32M | Buy |
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|
2023
Q4 | $1.2M | Sell |
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|
2023
Q3 | $1.19M | Buy |
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|
2023
Q2 | $1.24M | Buy |
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|
2023
Q1 | $1.59M | Sell |
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|
2022
Q4 | $1.71M | Buy |
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|
2022
Q3 | $1.47M | Sell |
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|
2022
Q2 | $1.77M | Buy |
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|
2022
Q1 | $1.51M | Buy |
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|
2021
Q4 | $1.75M | Buy |
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|
2021
Q3 | $1.49M | Buy |
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|
2021
Q2 | $1.53M | Buy |
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|
2021
Q1 | $1.26M | Buy |
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|
2020
Q4 | $799K | Buy |
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|
2020
Q3 | $726K | Buy |
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|
2020
Q2 | $666K | Buy |
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|
2020
Q1 | $457K | Buy |
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|
2019
Q4 | $608K | Buy |
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|
2019
Q3 | $123K | Hold |
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|
2019
Q2 | $123K | Buy |
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|
2019
Q1 | $85K | Buy |
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|
2018
Q4 | $79K | Hold |
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|
2018
Q3 | $82K | Sell |
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|
2018
Q2 | $79K | Sell |
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|
2018
Q1 | $91K | Sell |
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|
2017
Q4 | $97K | Buy |
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|
2017
Q3 | $70K | Hold |
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|
2017
Q2 | $72K | Buy |
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|
2016
Q3 | $321K | Buy |
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|
2016
Q2 | $316K | Buy |
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|
2016
Q1 | $278K | Buy |
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|
2015
Q4 | $154K | Sell |
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|
2015
Q3 | $164K | Buy |
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|
2015
Q2 | $156K | Hold |
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|
2015
Q1 | $153K | Hold |
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|
2014
Q4 | $171K | Buy |
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|
2014
Q1 | – | Hold |
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|
2013
Q4 | – | Hold |
|