Avior Wealth Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,207
| Closed | -$119K | – | 2234 |
|
|
2024
Q4 | $119K | Buy |
4,207
+200
| +5% | +$5.65K | ﹤0.01% | 847 |
|
|
2024
Q3 | $100K | Hold |
4,007
| – | – | ﹤0.01% | 888 |
|
|
2024
Q2 | $91.8K | Hold |
4,007
| – | – | ﹤0.01% | 889 |
|
|
2024
Q1 | $98.3K | Buy |
+4,007
| New | +$98.3K | ﹤0.01% | 971 |
|
|
2023
Q2 | – | Sell |
-81
| Closed | -$2.82K | – | 1679 |
|
|
2023
Q1 | $2.82K | Buy |
+81
| New | +$2.82K | ﹤0.01% | 1353 |
|