Commerce Bank’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $656K | Sell |
18,023
-1,195
| -6% | -$43.5K | ﹤0.01% | 768 |
|
|
2025
Q1 | $636K | Sell |
19,218
-3,278
| -15% | -$108K | ﹤0.01% | 759 |
|
|
2024
Q4 | $635K | Sell |
22,496
-3,297
| -13% | -$93.1K | ﹤0.01% | 773 |
|
|
2024
Q3 | $645K | Buy |
+25,793
| New | +$645K | ﹤0.01% | 784 |
|
|
2021
Q4 | – | Sell |
-4,945
| Closed | -$211K | – | 1203 |
|
|
2021
Q3 | $211K | Buy |
+4,945
| New | +$211K | ﹤0.01% | 1112 |
|
|
2020
Q2 | – | Sell |
-7,557
| Closed | -$202K | – | 1058 |
|
|
2020
Q1 | $202K | Buy |
+7,557
| New | +$202K | ﹤0.01% | 872 |
|
|
2015
Q1 | – | Sell |
-6,015
| Closed | -$228K | – | 837 |
|
|
2014
Q4 | $228K | Buy |
+6,015
| New | +$228K | ﹤0.01% | 749 |
|