Chesley Taft & Associates’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $275K | Hold |
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|
2025
Q2 | $302K | Hold |
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|
2025
Q1 | $274K | Hold |
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|
2024
Q4 | $234K | Hold |
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|
2024
Q3 | $207K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $203K | Hold |
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|
2023
Q4 | $204K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $223K | Hold |
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|
2023
Q1 | $288K | Hold |
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|
2022
Q4 | $307K | Hold |
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|
2022
Q3 | $268K | Hold |
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|
2022
Q2 | $320K | Hold |
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|
2022
Q1 | $298K | Hold |
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|
2021
Q4 | $380K | Sell |
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|
2021
Q3 | $381K | Sell |
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|
2021
Q2 | $445K | Hold |
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|
2021
Q1 | $398K | Hold |
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|
2020
Q4 | $336K | Hold |
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|
2020
Q3 | $317K | Hold |
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|
2020
Q2 | $305K | Hold |
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|
2020
Q1 | $256K | Hold |
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|
2019
Q4 | $434K | Hold |
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|
2019
Q3 | $483K | Hold |
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|
2019
Q2 | $513K | Hold |
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|
2019
Q1 | $532K | Hold |
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|
2018
Q4 | $512K | Hold |
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|
2018
Q3 | $533K | Hold |
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|
2018
Q2 | $500K | Hold |
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|
2018
Q1 | $426K | Hold |
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|
2017
Q4 | $451K | Hold |
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|
2017
Q3 | $450K | Sell |
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|
2017
Q2 | $516K | Sell |
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|
2017
Q1 | $556K | Hold |
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|
2016
Q4 | $518K | Hold |
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|
2016
Q3 | $509K | Hold |
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|
2016
Q2 | $509K | Hold |
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|
2016
Q1 | $453K | Hold |
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|
2015
Q4 | $380K | Hold |
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|
2015
Q3 | $392K | Hold |
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|
2015
Q2 | $388K | Hold |
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|
2015
Q1 | $367K | Hold |
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|
2014
Q4 | $427K | Hold |
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|
2014
Q3 | $384K | Hold |
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|
2014
Q2 | $379K | Hold |
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|
2014
Q1 | $342K | Sell |
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|
2013
Q4 | $352K | Hold |
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|
2013
Q3 | $333K | Hold |
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|
2013
Q2 | $332K | Buy |
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