Charles D. Hyman’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $254K | Sell |
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|
2023
Q1 | $331K | Sell |
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|
2022
Q4 | $356K | Hold |
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|
2022
Q3 | $310K | Sell |
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|
2022
Q2 | $378K | Sell |
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|
2022
Q1 | $400K | Sell |
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|
2021
Q4 | $696K | Buy |
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|
2021
Q3 | $606K | Hold |
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|
2021
Q2 | $658K | Sell |
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|
2021
Q1 | $730K | Sell |
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|
2020
Q4 | $624K | Sell |
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|
2020
Q3 | $695K | Sell |
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|
2020
Q2 | $858K | Sell |
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|
2020
Q1 | $820K | Sell |
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|
2019
Q4 | $1.64M | Sell |
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|
2019
Q3 | $2.74M | Buy |
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