Blume Capital Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-223
| Closed | -$7.38K | – | 543 |
|
2025
Q1 | $7.38K | Hold |
223
| – | – | ﹤0.01% | 280 |
|
2024
Q4 | $6.3K | Hold |
223
| – | – | ﹤0.01% | 279 |
|
2024
Q3 | $5.58K | Hold |
223
| – | – | ﹤0.01% | 297 |
|
2024
Q2 | $5.11K | Hold |
223
| – | – | ﹤0.01% | 275 |
|
2024
Q1 | $5.47K | Hold |
223
| – | – | ﹤0.01% | 269 |
|
2023
Q4 | $5.49K | Hold |
223
| – | – | ﹤0.01% | 269 |
|
2023
Q3 | $5.13K | Hold |
223
| – | – | ﹤0.01% | 268 |
|
2023
Q2 | $6.02K | Hold |
223
| – | – | ﹤0.01% | 267 |
|
2023
Q1 | $7.75K | Hold |
223
| – | – | ﹤0.01% | 256 |
|
2022
Q4 | $8.27K | Hold |
223
| – | – | ﹤0.01% | 254 |
|
2022
Q3 | $7K | Hold |
223
| – | – | ﹤0.01% | 264 |
|
2022
Q2 | $9K | Hold |
223
| – | – | ﹤0.01% | 255 |
|
2022
Q1 | $8K | Hold |
223
| – | – | ﹤0.01% | 270 |
|
2021
Q4 | $10K | Hold |
223
| – | – | ﹤0.01% | 254 |
|
2021
Q3 | $10K | Hold |
223
| – | – | ﹤0.01% | 257 |
|
2021
Q2 | $10K | Hold |
223
| – | – | ﹤0.01% | 241 |
|
2021
Q1 | $9K | Hold |
223
| – | – | ﹤0.01% | 227 |
|
2020
Q4 | $8K | Hold |
223
| – | – | ﹤0.01% | 196 |
|
2020
Q3 | $7K | Hold |
223
| – | – | ﹤0.01% | 183 |
|
2020
Q2 | $7K | Hold |
223
| – | – | ﹤0.01% | 183 |
|
2020
Q1 | $5K | Hold |
223
| – | – | ﹤0.01% | 207 |
|
2019
Q4 | $10K | Hold |
223
| – | – | ﹤0.01% | 186 |
|
2019
Q3 | $11K | Buy |
+223
| New | +$11K | 0.01% | 183 |
|