Bartlett & Co 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
Q2 | $5.94K | Hold |
163
| – | – | ﹤0.01% | 972 |
|
|
2025
Q1 | $5.45K | Hold |
163
| – | – | ﹤0.01% | 980 |
|
|
2024
Q4 | $4.66K | Hold |
163
| – | – | ﹤0.01% | 982 |
|
|
2024
Q3 | $4.14K | Hold |
163
| – | – | ﹤0.01% | 990 |
|
|
2024
Q2 | $3.79K | Hold |
163
| – | – | ﹤0.01% | 1009 |
|
|
2024
Q1 | $4.06K | Sell |
163
-79
| -33% | -$1.97K | ﹤0.01% | 991 |
|
|
2023
Q4 | $6.08K | Hold |
242
| – | – | ﹤0.01% | 1059 |
|
|
2023
Q3 | $5.66K | Hold |
242
| – | – | ﹤0.01% | 979 |
|
|
2023
Q2 | $6.62K | Buy |
242
+79
| +48% | +$2.16K | ﹤0.01% | 962 |
|
|
2023
Q1 | $5.73K | Hold |
163
| – | – | ﹤0.01% | 880 |
|
|
2022
Q4 | $6.1K | Hold |
163
| – | – | ﹤0.01% | 891 |
|
|
2022
Q3 | $5.33K | Hold |
163
| – | – | ﹤0.01% | 914 |
|
|
2022
Q2 | $6.35K | Hold |
163
| – | – | ﹤0.01% | 970 |
|
|
2022
Q1 | $5.96K | Buy |
+163
| New | +$5.96K | ﹤0.01% | 891 |
|
|
2021
Q4 | – | Sell |
-163
| Closed | -$7K | – | 858 |
|
|
2021
Q3 | $7K | Hold |
163
| – | – | ﹤0.01% | 739 |
|
|
2021
Q2 | $7.61K | Hold |
163
| – | – | ﹤0.01% | 722 |
|
|
2021
Q1 | $6.74K | Hold |
163
| – | – | ﹤0.01% | 768 |
|
|
2020
Q4 | $5.7K | Buy |
+163
| New | +$5.7K | ﹤0.01% | 782 |
|