Choreo LLC’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $831K | Buy |
22,578
+2,112
| +10% | +$77.7K | 0.01% | 656 |
|
|
2025
Q1 | $685K | Sell |
20,466
-663
| -3% | -$22.2K | 0.01% | 694 |
|
|
2024
Q4 | $601K | Sell |
21,129
-2,879
| -12% | -$81.9K | 0.01% | 807 |
|
|
2024
Q3 | $589K | Buy |
24,008
+3,187
| +15% | +$78.1K | 0.01% | 822 |
|
|
2024
Q2 | $473K | Buy |
+20,821
| New | +$473K | 0.01% | 835 |
|