Congress Wealth Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-138,508
| Closed | -$3.91M | – | 1128 |
|
|
2024
Q4 | $3.91M | Buy |
+138,508
| New | +$3.91M | 0.05% | 316 |
|
|
2024
Q1 | – | Sell |
-211,852
| Closed | -$5.21M | – | 638 |
|
|
2023
Q4 | $5.21M | Buy |
+211,852
| New | +$5.21M | 0.1% | 218 |
|
|
2022
Q1 | – | Sell |
-209,384
| Closed | -$9.61M | – | 640 |
|
|
2021
Q4 | $9.61M | Buy |
+209,384
| New | +$9.61M | 0.19% | 155 |
|