Cambridge Investment Research Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.17M | Sell |
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|
2025
Q1 | $2.93M | Buy |
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|
2024
Q4 | $2.31M | Buy |
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|
2024
Q3 | $1.56M | Sell |
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|
2024
Q2 | $1.43M | Buy |
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|
2024
Q1 | $1.43M | Buy |
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|
2023
Q4 | $1.43M | Sell |
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|
2023
Q3 | $1.38M | Sell |
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|
2023
Q2 | $1.68M | Buy |
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|
2023
Q1 | $1.54M | Sell |
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|
2022
Q4 | $1.88M | Buy |
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|
2022
Q3 | $681K | Buy |
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|
2022
Q2 | $672K | Buy |
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|
2022
Q1 | $556K | Buy |
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|
2021
Q4 | $698K | Buy |
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|
2021
Q3 | $617K | Buy |
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|
2021
Q2 | $561K | Sell |
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|
2021
Q1 | $542K | Buy |
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|
2020
Q4 | $441K | Sell |
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|
2020
Q3 | $462K | Sell |
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|
2020
Q2 | $446K | Sell |
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|
2020
Q1 | $430K | Sell |
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|
2019
Q4 | $935K | Sell |
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|
2019
Q3 | $1.25M | Buy |
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|
2019
Q2 | $434K | Sell |
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|
2019
Q1 | $631K | Sell |
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|
2018
Q4 | $611K | Sell |
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|
2018
Q3 | $799K | Buy |
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|
2018
Q2 | $576K | Sell |
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|
2018
Q1 | $495K | Sell |
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|
2017
Q4 | $551K | Buy |
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|
2017
Q3 | $438K | Buy |
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|
2017
Q2 | $425K | Sell |
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|
2017
Q1 | $548K | Buy |
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|
2016
Q4 | $509K | Buy |
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|
2016
Q3 | $477K | Sell |
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|
2016
Q2 | $530K | Sell |
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|
2016
Q1 | $484K | Sell |
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|
2015
Q4 | $512K | Buy |
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|
2015
Q3 | $503K | Buy |
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|
2015
Q2 | $488K | Sell |
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|
2015
Q1 | $471K | Sell |
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|
2014
Q4 | $1.27M | Buy |
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|
2014
Q3 | $491K | Sell |
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|
2014
Q2 | $578K | Buy |
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|
2014
Q1 | $464K | Buy |
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|
2013
Q4 | $414K | Buy |
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|
2013
Q3 | $387K | Buy |
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|
2013
Q2 | $235K | Buy |
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