Bell Investment Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7K | Buy |
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|
2025
Q1 | $4.99K | Buy |
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|
2024
Q4 | $3.42K | Sell |
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|
2024
Q3 | $4.23K | Sell |
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|
2024
Q2 | $4.42K | Buy |
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|
2024
Q1 | $4.29K | Buy |
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|
2023
Q4 | $3.3K | Sell |
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|
2023
Q3 | $4K | Buy |
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|
2023
Q2 | $4.32K | Buy |
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|
2023
Q1 | $4.34K | Sell |
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|
2022
Q4 | $7.23K | Buy |
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|
2022
Q3 | $6K | Sell |
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|
2022
Q2 | $8K | Buy |
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|
2021
Q4 | $17K | Buy |
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|
2021
Q3 | $10K | Buy |
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