Arax Advisory Partners’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 | $94.7K | Buy |
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|
2025
Q1 | $53.2K | Sell |
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|
2024
Q4 | $51.8K | Buy |
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|
2024
Q3 | $19.9K | Hold |
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|
2024
Q2 | $18.2K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $3.38K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $2K | Hold |
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|
2017
Q1 | $1K | Hold |
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|
2016
Q4 | $2K | Buy |
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