Cerity Partners’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.07M | Sell |
139,253
-900
| -0.6% | -$32.8K | 0.01% | 793 |
|
|
2025
Q1 | $4.63M | Buy |
140,153
+78,682
| +128% | +$2.6M | 0.01% | 757 |
|
|
2024
Q4 | $1.69M | Buy |
61,471
+7,933
| +15% | +$218K | ﹤0.01% | 1179 |
|
|
2024
Q3 | $1.34M | Buy |
+53,538
| New | +$1.34M | ﹤0.01% | 1272 |
|
|
2024
Q2 | – | Sell |
-12,732
| Closed | -$312K | – | 2409 |
|
|
2024
Q1 | $312K | Sell |
12,732
-36,098
| -74% | -$886K | ﹤0.01% | 1841 |
|
|
2023
Q4 | $1.2M | Sell |
48,830
-5,857
| -11% | -$144K | ﹤0.01% | 917 |
|
|
2023
Q3 | $1.26M | Sell |
54,687
-977
| -2% | -$22.5K | 0.01% | 688 |
|
|
2023
Q2 | $1.5M | Buy |
55,664
+52,346
| +1,578% | +$1.41M | 0.01% | 807 |
|
|
2023
Q1 | $4.82M | Buy |
+3,318
| New | +$4.82M | 0.01% | 505 |
|