Altshuler Shaham’s UGI UGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.1K | Sell |
498
-167
| -25% | -$6.08K | ﹤0.01% | 183 |
|
|
2025
Q1 | $22K | Sell |
665
-232
| -26% | -$7.67K | ﹤0.01% | 151 |
|
|
2024
Q4 | $25.3K | Buy |
+897
| New | +$25.3K | ﹤0.01% | 158 |
|
|
2022
Q4 | – | Sell |
-2,956
| Closed | -$98K | – | 588 |
|
|
2022
Q3 | $98K | Sell |
2,956
-342
| -10% | -$11.3K | ﹤0.01% | 169 |
|
|
2022
Q2 | $128K | Sell |
3,298
-638
| -16% | -$24.8K | ﹤0.01% | 153 |
|
|
2022
Q1 | $144K | Buy |
3,936
+457
| +13% | +$16.7K | ﹤0.01% | 236 |
|
|
2021
Q4 | $161K | Buy |
3,479
+749
| +27% | +$34.7K | ﹤0.01% | 216 |
|
|
2021
Q3 | $118K | Buy |
2,730
+1,488
| +120% | +$64.3K | ﹤0.01% | 295 |
|
|
2021
Q2 | $58K | Buy |
+1,242
| New | +$58K | ﹤0.01% | 414 |
|
|
2019
Q1 | – | Sell |
-476
| Closed | -$25K | – | 342 |
|
|
2018
Q4 | $25K | Buy |
476
+26
| +6% | +$1.37K | ﹤0.01% | 163 |
|
|
2018
Q3 | $25K | Buy |
450
+374
| +492% | +$20.8K | ﹤0.01% | 148 |
|
|
2018
Q2 | $4K | Buy |
+76
| New | +$4K | ﹤0.01% | 197 |
|