AIA Group’s UGI UGI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $720K | Sell |
19,775
-902
| -4% | -$32.9K | 0.02% | 248 |
|
2025
Q1 | $684K | Buy |
20,677
+2,630
| +15% | +$87K | 0.02% | 244 |
|
2024
Q4 | $509K | Buy |
18,047
+323
| +2% | +$9.12K | 0.01% | 229 |
|
2024
Q3 | $443K | Buy |
17,724
+5,655
| +47% | +$141K | 0.01% | 246 |
|
2024
Q2 | $276K | Hold |
12,069
| – | – | 0.01% | 269 |
|
2024
Q1 | $296K | Buy |
+12,069
| New | +$296K | 0.01% | 272 |
|
2023
Q2 | – | Sell |
-2,918
| Closed | -$101K | – | 489 |
|
2023
Q1 | $101K | Sell |
2,918
-773
| -21% | -$26.9K | 0.01% | 370 |
|
2022
Q4 | $137K | Buy |
3,691
+1,595
| +76% | +$59.1K | 0.01% | 350 |
|
2022
Q3 | $68K | Sell |
2,096
-1,624
| -44% | -$52.7K | ﹤0.01% | 393 |
|
2022
Q2 | $144K | Buy |
+3,720
| New | +$144K | 0.01% | 414 |
|