AE 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 | $562K | Buy |
15,442
+2,012
| +15% | +$73.3K | ﹤0.01% | 886 |
|
|
2025
Q1 | $444K | Sell |
13,430
-4,759
| -26% | -$157K | ﹤0.01% | 956 |
|
|
2024
Q4 | $514K | Buy |
18,189
+4,139
| +29% | +$117K | ﹤0.01% | 905 |
|
|
2024
Q3 | $352K | Sell |
14,050
-203,076
| -94% | -$5.08M | ﹤0.01% | 978 |
|
|
2024
Q2 | $4.97M | Buy |
217,126
+58,351
| +37% | +$1.34M | 0.05% | 327 |
|
|
2024
Q1 | $3.9M | Buy |
158,775
+22,975
| +17% | +$564K | 0.04% | 351 |
|
|
2023
Q4 | $3.15M | Sell |
135,800
-60,877
| -31% | -$1.41M | 0.02% | 747 |
|
|
2023
Q3 | $4.52M | Buy |
196,677
+11,345
| +6% | +$261K | 0.03% | 572 |
|
|
2023
Q2 | $5M | Sell |
185,332
-267,399
| -59% | -$7.21M | 0.03% | 532 |
|
|
2023
Q1 | $15.7M | Buy |
452,731
+62,604
| +16% | +$2.18M | 0.1% | 239 |
|
|
2022
Q4 | $14.5M | Buy |
390,127
+97,928
| +34% | +$3.63M | 0.1% | 230 |
|
|
2022
Q3 | $9.45M | Buy |
292,199
+285,329
| +4,153% | +$9.22M | 0.07% | 286 |
|
|
2022
Q2 | $265K | Buy |
+6,870
| New | +$265K | ﹤0.01% | 1487 |
|
|
2022
Q1 | – | Sell |
-4,532
| Closed | -$208K | – | 1811 |
|
|
2021
Q4 | $208K | Buy |
+4,532
| New | +$208K | ﹤0.01% | 1592 |
|