ALPS Advisors’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 | $3.38M | Sell |
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|
2025
Q1 | $3.09M | Buy |
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|
2024
Q4 | $2.45M | Buy |
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|
2024
Q3 | $1.85M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.58M | Buy |
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|
2023
Q1 | $1.4M | Sell |
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|
2022
Q4 | $2.62M | Sell |
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|
2022
Q3 | $2.34M | Buy |
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|
2022
Q2 | $2.02M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $279K | Sell |
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|
2020
Q3 | $271K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $448K | Sell |
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|
2018
Q3 | $636K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $616K | Buy |
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|
2017
Q1 | $497K | Buy |
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