Belpointe Asset Management’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 | $357K | Buy |
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|
2025
Q1 | $323K | Buy |
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|
2024
Q4 | $234K | Buy |
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|
2024
Q3 | $235K | Sell |
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|
2024
Q2 | $216K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $358K | Sell |
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|
2022
Q4 | $383K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $234K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $211K | Sell |
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|
2017
Q3 | $213K | Buy |
|