Avantax Advisory Services’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 | $498K | Buy |
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|
2025
Q1 | $260K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $278K | Buy |
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|
2023
Q2 | $322K | Buy |
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|
2023
Q1 | $320K | Buy |
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|
2022
Q4 | $300K | Buy |
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|
2022
Q3 | $204K | Sell |
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|
2022
Q2 | $252K | Buy |
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|
2022
Q1 | $229K | Buy |
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|
2021
Q4 | $288K | Sell |
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|
2021
Q3 | $273K | Sell |
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|
2021
Q2 | $305K | Sell |
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|
2021
Q1 | $271K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $598K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $330K | Buy |
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