Avantax Planning Partners’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Buy |
+9,213
| New | +$336K | 0.01% | 333 |
|
|
2022
Q1 | – | Sell |
-4,815
| Closed | -$221K | – | 382 |
|
|
2021
Q4 | $221K | Hold |
4,815
| – | – | 0.01% | 321 |
|
|
2021
Q3 | $205K | Buy |
4,815
+129
| +3% | +$5.49K | 0.01% | 314 |
|
|
2021
Q2 | $217K | Buy |
+4,686
| New | +$217K | 0.01% | 302 |
|
|
2018
Q4 | – | Sell |
-900
| Closed | -$50K | – | 1133 |
|
|
2018
Q3 | $50K | Buy |
+900
| New | +$50K | ﹤0.01% | 491 |
|
|
2018
Q2 | – | Sell |
-123
| Closed | -$5K | – | 1397 |
|
|
2018
Q1 | $5K | Buy |
+123
| New | +$5K | ﹤0.01% | 1363 |
|