Caldwell Trust’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 | $24.6K | Hold |
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|
2025
Q2 | $27K | Hold |
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|
2025
Q1 | $24.5K | Hold |
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|
2024
Q4 | $20.9K | Hold |
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|
2024
Q3 | $18.5K | Hold |
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|
2024
Q2 | $17K | Hold |
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|
2024
Q1 | $18.2K | Hold |
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|
2023
Q4 | $18.2K | Hold |
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|
2023
Q3 | $17K | Hold |
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|
2023
Q2 | $20K | Hold |
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|
2023
Q1 | $25.8K | Hold |
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|
2022
Q4 | $27.5K | Hold |
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|
2022
Q3 | $24K | Hold |
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|
2022
Q2 | $28.6K | Hold |
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|
2022
Q1 | $26.8K | Hold |
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|
2021
Q4 | $34K | Hold |
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|
2021
Q3 | $31.6K | Sell |
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|
2021
Q2 | $43.2K | Hold |
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|
2021
Q1 | $38.2K | Hold |
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|
2020
Q4 | $32.6K | Hold |
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|
2020
Q3 | $30.7K | Hold |
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|
2020
Q2 | $29.6K | Hold |
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|
2020
Q1 | $24.9K | Hold |
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|
2019
Q4 | $42.1K | Buy |
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