Atria Investments’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
29,339
-34,431
| -54% | -$1.25M | 0.01% | 998 |
|
|
2025
Q1 | $2.11M | Buy |
63,770
+34,235
| +116% | +$1.13M | 0.03% | 681 |
|
|
2024
Q4 | $834K | Sell |
29,535
-1,908
| -6% | -$53.9K | 0.01% | 1076 |
|
|
2024
Q3 | $787K | Sell |
31,443
-1,320
| -4% | -$33K | 0.01% | 1101 |
|
|
2024
Q2 | $750K | Buy |
+32,763
| New | +$750K | 0.01% | 1092 |
|
|
2023
Q2 | – | Sell |
-30,036
| Closed | -$1.04M | – | 888 |
|
|
2023
Q1 | $1.04M | Buy |
30,036
+1,676
| +6% | +$58.3K | 0.02% | 789 |
|
|
2022
Q4 | $1.05M | Buy |
+28,360
| New | +$1.05M | 0.02% | 744 |
|
|
2022
Q3 | – | Sell |
-27,206
| Closed | -$1.05M | – | 797 |
|
|
2022
Q2 | $1.05M | Buy |
+27,206
| New | +$1.05M | 0.02% | 734 |
|
|
2019
Q4 | – | Sell |
-22,228
| Closed | -$1.12M | – | 1238 |
|
|
2019
Q3 | $1.12M | Sell |
22,228
-1,836
| -8% | -$92.3K | 0.04% | 390 |
|
|
2019
Q2 | $1.12M | Buy |
+24,064
| New | +$1.12M | 0.04% | 383 |
|