Avantax Advisory Services’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $498K | Buy |
13,683
+5,824
| +74% | +$212K | ﹤0.01% | 1583 |
|
|
2025
Q1 | $260K | Buy |
+7,859
| New | +$260K | ﹤0.01% | 1936 |
|
|
2023
Q4 | – | Sell |
-12,101
| Closed | -$278K | – | 1671 |
|
|
2023
Q3 | $278K | Buy |
12,101
+177
| +1% | +$4.07K | ﹤0.01% | 1240 |
|
|
2023
Q2 | $322K | Buy |
11,924
+2,721
| +30% | +$73.4K | ﹤0.01% | 1148 |
|
|
2023
Q1 | $320K | Buy |
9,203
+1,122
| +14% | +$39K | ﹤0.01% | 1116 |
|
|
2022
Q4 | $300K | Buy |
8,081
+1,763
| +28% | +$65.4K | ﹤0.01% | 1106 |
|
|
2022
Q3 | $204K | Sell |
6,318
-214
| -3% | -$6.91K | ﹤0.01% | 1208 |
|
|
2022
Q2 | $252K | Buy |
6,532
+244
| +4% | +$9.41K | ﹤0.01% | 1095 |
|
|
2022
Q1 | $229K | Buy |
6,288
+5
| +0.1% | +$182 | ﹤0.01% | 1131 |
|
|
2021
Q4 | $288K | Sell |
6,283
-103
| -2% | -$4.72K | ﹤0.01% | 996 |
|
|
2021
Q3 | $273K | Sell |
6,386
-187
| -3% | -$7.99K | ﹤0.01% | 968 |
|
|
2021
Q2 | $305K | Sell |
6,573
-5
| -0.1% | -$232 | 0.01% | 897 |
|
|
2021
Q1 | $271K | Buy |
+6,578
| New | +$271K | 0.01% | 850 |
|
|
2020
Q4 | – | Sell |
-18,267
| Closed | -$598K | – | 1333 |
|
|
2020
Q3 | $598K | Buy |
+18,267
| New | +$598K | 0.01% | 733 |
|
|
2020
Q1 | – | Sell |
-7,271
| Closed | -$330K | – | 893 |
|
|
2019
Q4 | $330K | Buy |
+7,271
| New | +$330K | 0.01% | 602 |
|