ARGA Investment Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Sell |
65,115
-32,620
| -33% | -$1.19M | 0.06% | 38 |
|
|
2025
Q1 | $3.23M | Sell |
97,735
-17,519
| -15% | -$579K | 0.11% | 30 |
|
|
2024
Q4 | $3.25M | Hold |
115,254
| – | – | 0.11% | 34 |
|
|
2024
Q3 | $2.88M | Buy |
115,254
+61,765
| +115% | +$1.55M | 0.1% | 43 |
|
|
2024
Q2 | $1.22M | Buy |
53,489
+4,051
| +8% | +$92.8K | 0.04% | 77 |
|
|
2024
Q1 | $1.21M | Hold |
49,438
| – | – | 0.04% | 71 |
|
|
2023
Q4 | $1.22M | Buy |
49,438
+19,065
| +63% | +$469K | 0.04% | 72 |
|
|
2023
Q3 | $699K | Buy |
+30,373
| New | +$699K | 0.03% | 71 |
|