American National Bank & Trust’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40K | Hold |
1,099
| – | – | ﹤0.01% | 402 |
|
|
2025
Q1 | $36.3K | Hold |
1,099
| – | – | ﹤0.01% | 369 |
|
|
2024
Q4 | $31K | Hold |
1,099
| – | – | ﹤0.01% | 357 |
|
|
2024
Q3 | $27.5K | Hold |
1,099
| – | – | ﹤0.01% | 356 |
|
|
2024
Q2 | $25.2K | Hold |
1,099
| – | – | ﹤0.01% | 381 |
|
|
2024
Q1 | $27K | Buy |
+1,099
| New | +$27K | ﹤0.01% | 366 |
|
|
2017
Q4 | – | Sell |
-67
| Closed | -$3K | – | 254 |
|
|
2017
Q3 | $3K | Hold |
67
| – | – | ﹤0.01% | 242 |
|
|
2017
Q2 | $3K | Sell |
67
-1,390
| -95% | -$62.2K | ﹤0.01% | 264 |
|
|
2017
Q1 | $72K | Hold |
1,457
| – | – | 0.02% | 132 |
|
|
2016
Q4 | $67K | Hold |
1,457
| – | – | 0.02% | 135 |
|
|
2016
Q3 | $66K | Buy |
1,457
+571
| +64% | +$25.9K | 0.02% | 123 |
|
|
2016
Q2 | $40K | Buy |
886
+316
| +55% | +$14.3K | 0.01% | 139 |
|
|
2016
Q1 | $23K | Hold |
570
| – | – | 0.01% | 145 |
|
|
2015
Q4 | $19K | Hold |
570
| – | – | 0.01% | 165 |
|
|
2015
Q3 | $20K | Hold |
570
| – | – | 0.01% | 164 |
|
|
2015
Q2 | $20K | Hold |
570
| – | – | 0.01% | 178 |
|
|
2015
Q1 | $19K | Buy |
+570
| New | +$19K | 0.01% | 181 |
|