AllSquare 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 | $11.2K | Hold |
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|
2025
Q1 | $10.2K | Hold |
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|
2024
Q4 | $8.67K | Hold |
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|
2024
Q3 | $7.68K | Hold |
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|
2024
Q2 | $7.03K | Hold |
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|
2024
Q1 | $7.53K | Hold |
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|
2023
Q4 | $7.55K | Hold |
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|
2023
Q3 | $7.06K | Hold |
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|
2023
Q2 | $8.67K | Hold |
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|
2023
Q1 | $10.7K | Hold |
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|
2022
Q4 | $11.4K | Hold |
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|
2022
Q3 | $10K | Hold |
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|
2022
Q2 | $12K | Hold |
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|
2022
Q1 | $11K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $6K | Hold |
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|
2018
Q4 | $5K | Hold |
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|
2018
Q3 | $6K | Hold |
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|
2018
Q2 | $5K | Buy |
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