CIBC Private Wealth Group’s UGI UGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.4K | Sell |
2,016
-1,032
| -34% | -$37.6K | ﹤0.01% | 1521 |
|
|
2025
Q1 | $92K | Sell |
3,048
-1,768
| -37% | -$53.4K | ﹤0.01% | 1393 |
|
|
2024
Q4 | $137K | Hold |
4,816
| – | – | ﹤0.01% | 1306 |
|
|
2024
Q3 | $120K | Sell |
4,816
-3,371
| -41% | -$84.3K | ﹤0.01% | 1398 |
|
|
2024
Q2 | $182K | Buy |
8,187
+3,173
| +63% | +$70.5K | ﹤0.01% | 1141 |
|
|
2024
Q1 | $120K | Buy |
+5,014
| New | +$120K | ﹤0.01% | 1313 |
|