Baker Avenue Asset Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Buy |
+43,713
| New | +$1.59M | 0.05% | 208 |
|
|
2023
Q4 | – | Sell |
-96
| Closed | -$2.21K | – | 1403 |
|
|
2023
Q3 | $2.21K | Buy |
96
+71
| +284% | +$1.63K | ﹤0.01% | 1109 |
|
|
2023
Q2 | $674 | Sell |
25
-167
| -87% | -$4.5K | ﹤0.01% | 1293 |
|
|
2023
Q1 | $6.67K | Sell |
192
-12
| -6% | -$417 | ﹤0.01% | 822 |
|
|
2022
Q4 | $7.56K | Buy |
+204
| New | +$7.56K | ﹤0.01% | 744 |
|