Bill Few Associates’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.11M | Sell |
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|
2025
Q2 | $3.5M | Sell |
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|
2025
Q1 | $3.22M | Sell |
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|
2024
Q4 | $2.82M | Sell |
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|
2024
Q3 | $2.64M | Sell |
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|
2024
Q2 | $2.52M | Buy |
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|
2024
Q1 | $2.7M | Sell |
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|
2023
Q4 | $2.78M | Buy |
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|
2023
Q3 | $2.6M | Sell |
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|
2023
Q2 | $3.06M | Buy |
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|
2023
Q1 | $3.88M | Sell |
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|
2022
Q4 | $4.23M | Hold |
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|
2022
Q3 | $3.69M | Hold |
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|
2022
Q2 | $4.41M | Buy |
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|
2022
Q1 | $4.13M | Buy |
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|
2021
Q4 | $5.22M | Buy |
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