Aigen Investment 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 | $1.8M | Sell |
49,421
-30,589
| -38% | -$1.11M | 0.25% | 117 |
|
|
2025
Q1 | $2.65M | Buy |
80,010
+51,049
| +176% | +$1.69M | 0.42% | 45 |
|
|
2024
Q4 | $818K | Buy |
28,961
+9,592
| +50% | +$271K | 0.14% | 210 |
|
|
2024
Q3 | $485K | Sell |
19,369
-29,473
| -60% | -$737K | 0.1% | 331 |
|
|
2024
Q2 | $1.12M | Buy |
+48,842
| New | +$1.12M | 0.22% | 121 |
|
|
2024
Q1 | – | Sell |
-39,202
| Closed | -$964K | – | 1021 |
|
|
2023
Q4 | $964K | Sell |
39,202
-17,046
| -30% | -$419K | 0.17% | 163 |
|
|
2023
Q3 | $1.29M | Sell |
56,248
-55,882
| -50% | -$1.29M | 0.24% | 105 |
|
|
2023
Q2 | $3.02M | Buy |
+112,130
| New | +$3.02M | 0.45% | 49 |
|
|
2021
Q2 | – | Sell |
-8,415
| Closed | -$345K | – | 742 |
|
|
2021
Q1 | $345K | Buy |
+8,415
| New | +$345K | 0.05% | 372 |
|
|
2020
Q2 | – | Sell |
-41,552
| Closed | -$1.11M | – | 1301 |
|
|
2020
Q1 | $1.11M | Buy |
41,552
+31,041
| +295% | +$828K | 0.15% | 189 |
|
|
2019
Q4 | $475K | Buy |
+10,511
| New | +$475K | 0.08% | 331 |
|