Belpointe Asset Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Buy |
9,806
+48
| +0.5% | +$1.75K | 0.01% | 698 |
|
|
2025
Q1 | $323K | Buy |
9,758
+359
| +4% | +$11.9K | 0.02% | 702 |
|
|
2024
Q4 | $234K | Buy |
9,399
+10
| +0.1% | +$249 | 0.01% | 752 |
|
|
2024
Q3 | $235K | Sell |
9,389
-58
| -0.6% | -$1.45K | 0.01% | 748 |
|
|
2024
Q2 | $216K | Buy |
+9,447
| New | +$216K | 0.02% | 704 |
|
|
2023
Q2 | – | Sell |
-10,290
| Closed | -$358K | – | 3214 |
|
|
2023
Q1 | $358K | Sell |
10,290
-45
| -0.4% | -$1.56K | 0.02% | 679 |
|
|
2022
Q4 | $383K | Buy |
+10,335
| New | +$383K | 0.02% | 646 |
|
|
2018
Q3 | – | Sell |
-4,494
| Closed | -$234K | – | 659 |
|
|
2018
Q2 | $234K | Buy |
+4,494
| New | +$234K | 0.07% | 303 |
|
|
2018
Q1 | – | Sell |
-4,494
| Closed | -$211K | – | 477 |
|
|
2017
Q4 | $211K | Sell |
4,494
-52
| -1% | -$2.44K | 0.05% | 414 |
|
|
2017
Q3 | $213K | Buy |
+4,546
| New | +$213K | 0.05% | 385 |
|