American National Bank & Trust’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $40K | Hold |
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|
2025
Q1 | $36.3K | Hold |
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|
2024
Q4 | $31K | Hold |
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|
2024
Q3 | $27.5K | Hold |
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|
2024
Q2 | $25.2K | Hold |
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|
2024
Q1 | $27K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $3K | Hold |
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|
2017
Q2 | $3K | Sell |
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|
2017
Q1 | $72K | Hold |
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|
2016
Q4 | $67K | Hold |
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|
2016
Q3 | $66K | Buy |
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|
2016
Q2 | $40K | Buy |
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|
2016
Q1 | $23K | Hold |
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|
2015
Q4 | $19K | Hold |
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|
2015
Q3 | $20K | Hold |
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|
2015
Q2 | $20K | Hold |
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|
2015
Q1 | $19K | Buy |
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