Blue Trust Inc’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $153K | Buy |
4,210
+161
| +4% | +$5.86K | ﹤0.01% | 869 |
|
|
2025
Q1 | $134K | Buy |
4,049
+637
| +19% | +$21.1K | ﹤0.01% | 872 |
|
|
2024
Q4 | $96.3K | Buy |
3,412
+101
| +3% | +$2.85K | ﹤0.01% | 955 |
|
|
2024
Q3 | $75.8K | Buy |
3,311
+1,295
| +64% | +$29.7K | ﹤0.01% | 1372 |
|
|
2024
Q2 | $49.5K | Buy |
2,016
+350
| +21% | +$8.59K | ﹤0.01% | 1254 |
|
|
2024
Q1 | $40.9K | Sell |
1,666
-285
| -15% | -$6.99K | ﹤0.01% | 979 |
|
|
2023
Q4 | $45K | Buy |
1,951
+402
| +26% | +$9.27K | ﹤0.01% | 983 |
|
|
2023
Q3 | $42K | Sell |
1,549
-110
| -7% | -$2.98K | ﹤0.01% | 904 |
|
|
2023
Q2 | $57K | Sell |
1,659
-686
| -29% | -$23.6K | ﹤0.01% | 661 |
|
|
2023
Q1 | $87K | Sell |
2,345
-154
| -6% | -$5.71K | ﹤0.01% | 816 |
|
|
2022
Q4 | $81K | Buy |
2,499
+986
| +65% | +$32K | ﹤0.01% | 737 |
|
|
2022
Q3 | $58K | Buy |
1,513
+32
| +2% | +$1.23K | ﹤0.01% | 701 |
|
|
2022
Q2 | $54K | Buy |
+1,481
| New | +$54K | ﹤0.01% | 665 |
|