AllSquare 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 | $11.2K | Hold |
307
| – | – | 0.01% | 371 |
|
|
2025
Q1 | $10.2K | Hold |
307
| – | – | 0.01% | 373 |
|
|
2024
Q4 | $8.67K | Hold |
307
| – | – | 0.01% | 391 |
|
|
2024
Q3 | $7.68K | Hold |
307
| – | – | ﹤0.01% | 404 |
|
|
2024
Q2 | $7.03K | Hold |
307
| – | – | ﹤0.01% | 402 |
|
|
2024
Q1 | $7.53K | Hold |
307
| – | – | ﹤0.01% | 397 |
|
|
2023
Q4 | $7.55K | Hold |
307
| – | – | ﹤0.01% | 395 |
|
|
2023
Q3 | $7.06K | Hold |
307
| – | – | ﹤0.01% | 397 |
|
|
2023
Q2 | $8.67K | Hold |
307
| – | – | 0.01% | 391 |
|
|
2023
Q1 | $10.7K | Hold |
307
| – | – | 0.01% | 366 |
|
|
2022
Q4 | $11.4K | Hold |
307
| – | – | 0.01% | 350 |
|
|
2022
Q3 | $10K | Hold |
307
| – | – | 0.01% | 359 |
|
|
2022
Q2 | $12K | Hold |
307
| – | – | 0.01% | 352 |
|
|
2022
Q1 | $11K | Buy |
+307
| New | +$11K | 0.01% | 375 |
|
|
2019
Q2 | – | Sell |
-100
| Closed | -$6K | – | 491 |
|
|
2019
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 383 |
|
|
2018
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 386 |
|
|
2018
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 397 |
|
|
2018
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 410 |
|