Clearstead Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.4K | Buy |
450
+433
| +2,547% | +$15.8K | ﹤0.01% | 1699 |
|
|
2025
Q1 | $563 | Buy |
17
+10
| +143% | +$331 | ﹤0.01% | 2054 |
|
|
2024
Q4 | $198 | Buy |
+7
| New | +$198 | ﹤0.01% | 2032 |
|
|
2022
Q3 | – | Sell |
-39
| Closed | -$2K | – | 1363 |
|
|
2022
Q2 | $2K | Buy |
+39
| New | +$2K | ﹤0.01% | 1134 |
|