CI Investments Inc’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $186K | Sell |
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|
2025
Q1 | $206K | Buy |
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|
2024
Q4 | $172K | Buy |
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|
2024
Q3 | $132K | Sell |
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|
2024
Q2 | $130K | Buy |
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|
2024
Q1 | $112K | Buy |
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|
2023
Q4 | $92K | Sell |
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|
2023
Q3 | $166K | Buy |
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|
2023
Q2 | $191K | Buy |
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|
2023
Q1 | $238K | Buy |
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|
2022
Q4 | $252K | Buy |
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|
2022
Q3 | $98K | Sell |
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|
2022
Q2 | $123K | Sell |
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|
2022
Q1 | $206K | Hold |
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|
2021
Q4 | $261K | Sell |
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|
2021
Q3 | $249K | Buy |
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|
2021
Q2 | $253K | Sell |
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|
2021
Q1 | $228K | Sell |
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|
2020
Q4 | $206K | Buy |
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|
2020
Q3 | $172K | Buy |
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|
2020
Q2 | $110K | Sell |
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|
2020
Q1 | $841K | Sell |
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|
2019
Q4 | $1.59M | Buy |
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|
2019
Q3 | $1.72M | Buy |
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