Blue Trust Inc’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 | $169K | Buy |
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|
2025
Q2 | $153K | Buy |
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|
2025
Q1 | $134K | Buy |
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|
2024
Q4 | $96.3K | Buy |
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|
2024
Q3 | $75.8K | Buy |
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|
2024
Q2 | $49.5K | Buy |
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|
2024
Q1 | $40.9K | Sell |
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|
2023
Q4 | $45K | Buy |
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|
2023
Q3 | $42K | Sell |
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|
2023
Q2 | $57K | Sell |
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|
2023
Q1 | $87K | Sell |
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|
2022
Q4 | $81K | Buy |
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|
2022
Q3 | $58K | Buy |
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|
2022
Q2 | $54K | Buy |
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