BA
BCM Advisors’s UGI UGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Hold |
32,225
| – | – | 0.25% | 42 |
|
|
2025
Q1 | $1.08M | Hold |
32,225
| – | – | 0.24% | 43 |
|
|
2024
Q4 | $1.01M | Hold |
32,225
| – | – | 0.23% | 46 |
|
|
2024
Q3 | $752K | Hold |
32,225
| – | – | 0.17% | 48 |
|
|
2024
Q2 | $803K | Hold |
32,225
| – | – | 0.19% | 47 |
|
|
2024
Q1 | $838K | Hold |
32,225
| – | – | 0.21% | 47 |
|
|
2023
Q4 | $724K | Hold |
32,225
| – | – | 0.19% | 48 |
|
|
2023
Q3 | $684K | Hold |
32,225
| – | – | 0.2% | 48 |
|
|
2023
Q2 | $873K | Hold |
32,225
| – | – | 0.23% | 45 |
|
|
2023
Q1 | $1.09M | Hold |
32,225
| – | – | 0.29% | 39 |
|
|
2022
Q4 | $1.26M | Hold |
32,225
| – | – | 0.35% | 34 |
|
|
2022
Q3 | $1.14M | Hold |
32,225
| – | – | 0.33% | 38 |
|
|
2022
Q2 | $1.34M | Buy |
32,225
+11,510
| +56% | +$479K | 0.37% | 31 |
|
|
2022
Q1 | $752K | Hold |
20,715
| – | – | 0.2% | 39 |
|
|
2021
Q4 | $939K | Buy |
+20,715
| New | +$939K | 0.24% | 36 |
|