Caitlin John’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-975
| Closed | -$27.5K | – | 746 |
|
|
2024
Q4 | $27.5K | Hold |
975
| – | – | 0.02% | 311 |
|
|
2024
Q3 | $22.9K | Buy |
975
+2
| +0.2% | +$47 | 0.01% | 359 |
|
|
2024
Q2 | $22.3K | Sell |
973
-8
| -0.8% | -$183 | 0.02% | 340 |
|
|
2024
Q1 | $24.1K | Buy |
981
+783
| +395% | +$19.2K | 0.02% | 326 |
|
|
2023
Q4 | $4.96K | Buy |
+198
| New | +$4.96K | ﹤0.01% | 559 |
|