Beacon Investment Advisory Services’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $62.2K | Hold |
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|
2026
Q1 | $65.6K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $212K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $316K | Hold |
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|
2018
Q4 | $304K | Sell |
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|
2018
Q3 | $327K | Sell |
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|
2018
Q2 | $885K | Sell |
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|
2018
Q1 | $795K | Sell |
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|
2017
Q4 | $892K | Sell |
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|
2017
Q3 | $1.02M | Buy |
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