Arax Advisory Partners’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94.7K | Buy |
2,601
+991
| +62% | +$36.1K | ﹤0.01% | 954 |
|
|
2025
Q1 | $53.2K | Sell |
1,610
-226
| -12% | -$7.47K | ﹤0.01% | 926 |
|
|
2024
Q4 | $51.8K | Buy |
1,836
+1,040
| +131% | +$29.4K | ﹤0.01% | 888 |
|
|
2024
Q3 | $19.9K | Hold |
796
| – | – | ﹤0.01% | 1088 |
|
|
2024
Q2 | $18.2K | Buy |
+796
| New | +$18.2K | ﹤0.01% | 1000 |
|
|
2023
Q4 | – | Sell |
-147
| Closed | -$3.38K | – | 1431 |
|
|
2023
Q3 | $3.38K | Buy |
+147
| New | +$3.38K | ﹤0.01% | 942 |
|
|
2022
Q1 | – | Sell |
-32
| Closed | -$1K | – | 1213 |
|
|
2021
Q4 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 1097 |
|
|
2017
Q3 | – | Sell |
-35
| Closed | -$2K | – | 497 |
|
|
2017
Q2 | $2K | Hold |
35
| – | – | ﹤0.01% | 471 |
|
|
2017
Q1 | $1K | Hold |
35
| – | – | ﹤0.01% | 520 |
|
|
2016
Q4 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 492 |
|