CBIZ Investment Advisory Services’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.56K | Buy |
70
+1
| +1% | +$37 | ﹤0.01% | 519 |
|
|
2025
Q1 | $2.29K | Buy |
69
+1
| +1% | +$33 | ﹤0.01% | 465 |
|
|
2024
Q4 | $1.93K | Buy |
68
+1
| +1% | +$28 | ﹤0.01% | 392 |
|
|
2024
Q3 | $1.69K | Buy |
67
+1
| +2% | +$25 | ﹤0.01% | 354 |
|
|
2024
Q2 | $1.52K | Buy |
66
+1
| +2% | +$23 | ﹤0.01% | 344 |
|
|
2024
Q1 | $1.6K | Buy |
+65
| New | +$1.6K | ﹤0.01% | 313 |
|