Bill Few Associates’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5M | Sell |
96,088
-1,399
| -1% | -$51K | 0.99% | 30 |
|
|
2025
Q1 | $3.22M | Sell |
97,487
-2,500
| -3% | -$82.7K | 1.15% | 28 |
|
|
2024
Q4 | $2.82M | Sell |
99,987
-5,494
| -5% | -$155K | 0.99% | 31 |
|
|
2024
Q3 | $2.64M | Sell |
105,481
-4,598
| -4% | -$115K | 0.94% | 32 |
|
|
2024
Q2 | $2.52M | Buy |
110,079
+190
| +0.2% | +$4.35K | 0.97% | 32 |
|
|
2024
Q1 | $2.7M | Sell |
109,889
-3,200
| -3% | -$78.5K | 1.09% | 27 |
|
|
2023
Q4 | $2.78M | Buy |
113,089
+240
| +0.2% | +$5.9K | 1.27% | 24 |
|
|
2023
Q3 | $2.6M | Sell |
112,849
-529
| -0.5% | -$12.2K | 1.36% | 25 |
|
|
2023
Q2 | $3.06M | Buy |
113,378
+1,833
| +2% | +$49.4K | 1.58% | 22 |
|
|
2023
Q1 | $3.88M | Sell |
111,545
-2,571
| -2% | -$89.4K | 2.15% | 13 |
|
|
2022
Q4 | $4.23M | Hold |
114,116
| – | – | 2.5% | 10 |
|
|
2022
Q3 | $3.69M | Hold |
114,116
| – | – | 2.5% | 8 |
|
|
2022
Q2 | $4.41M | Buy |
114,116
+146
| +0.1% | +$5.64K | 2.82% | 5 |
|
|
2022
Q1 | $4.13M | Buy |
113,970
+179
| +0.2% | +$6.48K | 2.25% | 11 |
|
|
2021
Q4 | $5.22M | Buy |
+113,791
| New | +$5.22M | 2.71% | 6 |
|