CDH
Charles D. Hyman’s UGI UGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,423
| Closed | -$254K | – | 238 |
|
|
2023
Q2 | $254K | Sell |
9,423
-100
| -1% | -$2.7K | 0.02% | 216 |
|
|
2023
Q1 | $331K | Sell |
9,523
-75
| -0.8% | -$2.61K | 0.02% | 189 |
|
|
2022
Q4 | $356K | Hold |
9,598
| – | – | 0.02% | 179 |
|
|
2022
Q3 | $310K | Sell |
9,598
-180
| -2% | -$5.81K | 0.02% | 181 |
|
|
2022
Q2 | $378K | Sell |
9,778
-1,278
| -12% | -$49.4K | 0.03% | 172 |
|
|
2022
Q1 | $400K | Sell |
11,056
-4,112
| -27% | -$149K | 0.03% | 178 |
|
|
2021
Q4 | $696K | Buy |
15,168
+956
| +7% | +$43.9K | 0.04% | 142 |
|
|
2021
Q3 | $606K | Hold |
14,212
| – | – | 0.04% | 143 |
|
|
2021
Q2 | $658K | Sell |
14,212
-3,600
| -20% | -$167K | 0.05% | 143 |
|
|
2021
Q1 | $730K | Sell |
17,812
-50
| -0.3% | -$2.05K | 0.05% | 135 |
|
|
2020
Q4 | $624K | Sell |
17,862
-3,213
| -15% | -$112K | 0.05% | 140 |
|
|
2020
Q3 | $695K | Sell |
21,075
-5,900
| -22% | -$195K | 0.06% | 130 |
|
|
2020
Q2 | $858K | Sell |
26,975
-3,760
| -12% | -$120K | 0.08% | 111 |
|
|
2020
Q1 | $820K | Sell |
30,735
-5,627
| -15% | -$150K | 0.1% | 94 |
|
|
2019
Q4 | $1.64M | Sell |
36,362
-18,150
| -33% | -$820K | 0.16% | 82 |
|
|
2019
Q3 | $2.74M | Buy |
+54,512
| New | +$2.74M | 0.29% | 66 |
|