AE Wealth Management’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 | $562K | Buy |
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|
2025
Q1 | $444K | Sell |
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|
2024
Q4 | $514K | Buy |
|
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|
2024
Q3 | $352K | Sell |
|
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|
2024
Q2 | $4.97M | Buy |
|
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|
2024
Q1 | $3.9M | Buy |
|
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|
2023
Q4 | $3.15M | Sell |
|
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|
2023
Q3 | $4.52M | Buy |
|
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|
2023
Q2 | $5M | Sell |
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|
2023
Q1 | $15.7M | Buy |
|
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|
2022
Q4 | $14.5M | Buy |
|
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|
2022
Q3 | $9.45M | Buy |
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|
2022
Q2 | $265K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $208K | Buy |
|