Beacon 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
Q3 | $418K | Sell |
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|
2025
Q2 | $470K | Sell |
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|
2025
Q1 | $441K | Buy |
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|
2024
Q4 | $238K | Sell |
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|
2024
Q3 | $271K | Sell |
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|
2024
Q2 | $271K | Sell |
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|
2024
Q1 | $295K | Sell |
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|
2023
Q4 | $319K | Sell |
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|
2023
Q3 | $330K | Sell |
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|
2023
Q2 | $358K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $601K | Buy |
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|
2021
Q3 | $556K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $238K | Sell |
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|
2014
Q3 | $211K | Buy |
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