Baird Financial Group’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 | $1.03M | Buy |
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|
2025
Q1 | $811K | Sell |
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|
2024
Q4 | $902K | Sell |
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|
2024
Q3 | $825K | Sell |
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|
2024
Q2 | $823K | Sell |
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|
2024
Q1 | $952K | Sell |
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|
2023
Q4 | $1.05M | Buy |
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|
2023
Q3 | $838K | Buy |
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|
2023
Q2 | $943K | Buy |
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|
2023
Q1 | $890K | Sell |
|
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|
2022
Q4 | $1.05M | Buy |
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|
2022
Q3 | $914K | Buy |
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|
2022
Q2 | $1.09M | Buy |
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|
2022
Q1 | $1.02M | Buy |
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|
2021
Q4 | $1.07M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.41M | Sell |
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|
2019
Q3 | $1.8M | Sell |
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|
2019
Q2 | $2.8M | Buy |
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|
2019
Q1 | $2.9M | Buy |
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|
2018
Q4 | $2.28M | Sell |
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|
2018
Q3 | $2.51M | Buy |
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|
2018
Q2 | $2.37M | Buy |
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|
2018
Q1 | $2.01M | Sell |
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|
2017
Q4 | $2.59M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $266K | Buy |
|