Consolidated Portfolio Review Corp’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Sell |
6,290
-5,573
| -47% | -$203K | 0.03% | 405 |
|
|
2025
Q1 | $392K | Sell |
11,863
-178
| -1% | -$5.89K | 0.06% | 258 |
|
|
2024
Q4 | $340K | Sell |
12,041
-2,263
| -16% | -$63.9K | 0.05% | 275 |
|
|
2024
Q3 | $358K | Buy |
14,304
+168
| +1% | +$4.2K | 0.08% | 221 |
|
|
2024
Q2 | $324K | Sell |
14,136
-1,100
| -7% | -$25.2K | 0.08% | 226 |
|
|
2024
Q1 | $374K | Buy |
15,236
+4,848
| +47% | +$119K | 0.1% | 183 |
|
|
2023
Q4 | $256K | Buy |
+10,388
| New | +$256K | 0.06% | 256 |
|