Burney Company’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.7M | Sell |
622,324
-5,392
| -0.9% | -$196K | 0.77% | 30 |
|
|
2025
Q1 | $20.8M | Sell |
627,716
-34,295
| -5% | -$1.13M | 0.76% | 30 |
|
|
2024
Q4 | $18.7M | Buy |
662,011
+19,176
| +3% | +$541K | 0.66% | 34 |
|
|
2024
Q3 | $16.1M | Buy |
642,835
+9,071
| +1% | +$227K | 0.57% | 40 |
|
|
2024
Q2 | $14.5M | Sell |
633,764
-114,820
| -15% | -$2.63M | 0.55% | 40 |
|
|
2024
Q1 | $18.4M | Buy |
748,584
+621,409
| +489% | +$15.2M | 0.7% | 29 |
|
|
2023
Q4 | $3.13M | Buy |
127,175
+76,694
| +152% | +$1.89M | 0.13% | 179 |
|
|
2023
Q3 | $1.16M | Sell |
50,481
-5,361
| -10% | -$123K | 0.05% | 292 |
|
|
2023
Q2 | $1.51M | Sell |
55,842
-42,680
| -43% | -$1.15M | 0.07% | 267 |
|
|
2023
Q1 | $3.42M | Buy |
98,522
+683
| +0.7% | +$23.7K | 0.17% | 160 |
|
|
2022
Q4 | $3.63M | Sell |
97,839
-22,501
| -19% | -$834K | 0.18% | 149 |
|
|
2022
Q3 | $3.89M | Sell |
120,340
-7,670
| -6% | -$248K | 0.21% | 132 |
|
|
2022
Q2 | $4.94M | Sell |
128,010
-5,880
| -4% | -$227K | 0.26% | 116 |
|
|
2022
Q1 | $4.85M | Sell |
133,890
-1,683
| -1% | -$61K | 0.22% | 124 |
|
|
2021
Q4 | $6.22M | Buy |
135,573
+3,577
| +3% | +$164K | 0.27% | 113 |
|
|
2021
Q3 | $5.63M | Buy |
131,996
+4,107
| +3% | +$175K | 0.26% | 115 |
|
|
2021
Q2 | $5.92M | Buy |
127,889
+1,445
| +1% | +$66.9K | 0.28% | 114 |
|
|
2021
Q1 | $5.19M | Sell |
126,444
-6,803
| -5% | -$279K | 0.26% | 123 |
|
|
2020
Q4 | $4.66M | Buy |
133,247
+2,445
| +2% | +$85.5K | 0.26% | 117 |
|
|
2020
Q3 | $4.31M | Buy |
130,802
+43,117
| +49% | +$1.42M | 0.27% | 117 |
|
|
2020
Q2 | $2.79M | Buy |
87,685
+69,325
| +378% | +$2.2M | 0.18% | 158 |
|
|
2020
Q1 | $490K | Buy |
+18,360
| New | +$490K | 0.04% | 302 |
|