Altshuler Shaham’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 | $18.1K | Sell |
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|
2025
Q1 | $22K | Sell |
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|
2024
Q4 | $25.3K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $98K | Sell |
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|
2022
Q2 | $128K | Sell |
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|
2022
Q1 | $144K | Buy |
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|
2021
Q4 | $161K | Buy |
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|
2021
Q3 | $118K | Buy |
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|
2021
Q2 | $58K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $25K | Buy |
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|
2018
Q3 | $25K | Buy |
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|
2018
Q2 | $4K | Buy |
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