Bell Investment Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7K | Buy |
320
+169
| +112% | +$6.16K | ﹤0.01% | 616 |
|
|
2025
Q1 | $4.99K | Buy |
151
+30
| +25% | +$992 | ﹤0.01% | 910 |
|
|
2024
Q4 | $3.42K | Sell |
121
-48
| -28% | -$1.36K | ﹤0.01% | 1115 |
|
|
2024
Q3 | $4.23K | Sell |
169
-24
| -12% | -$601 | ﹤0.01% | 1032 |
|
|
2024
Q2 | $4.42K | Buy |
193
+18
| +10% | +$412 | ﹤0.01% | 985 |
|
|
2024
Q1 | $4.3K | Buy |
175
+41
| +31% | +$1.01K | ﹤0.01% | 1010 |
|
|
2023
Q4 | $3.3K | Sell |
134
-40
| -23% | -$984 | ﹤0.01% | 1106 |
|
|
2023
Q3 | $4K | Buy |
174
+14
| +9% | +$322 | ﹤0.01% | 926 |
|
|
2023
Q2 | $4.32K | Buy |
160
+35
| +28% | +$944 | ﹤0.01% | 898 |
|
|
2023
Q1 | $4.35K | Sell |
125
-70
| -36% | -$2.43K | ﹤0.01% | 847 |
|
|
2022
Q4 | $7.23K | Buy |
195
+20
| +11% | +$741 | ﹤0.01% | 628 |
|
|
2022
Q3 | $6K | Sell |
175
-26
| -13% | -$891 | ﹤0.01% | 624 |
|
|
2022
Q2 | $8K | Buy |
+201
| New | +$8K | ﹤0.01% | 524 |
|
|
2021
Q4 | $17K | Buy |
373
+133
| +55% | +$6.06K | ﹤0.01% | 356 |
|
|
2021
Q3 | $10K | Buy |
+240
| New | +$10K | ﹤0.01% | 466 |
|