Coppell Advisory Solutions’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
56,414
+22,300
| +65% | +$806K | 0.24% | 80 |
|
|
2025
Q1 | $1.12M | Buy |
34,114
+31,104
| +1,033% | +$1.02M | 0.15% | 137 |
|
|
2024
Q4 | $84.8K | Buy |
3,010
+2,078
| +223% | +$58.5K | 0.01% | 456 |
|
|
2024
Q3 | $23.2K | Buy |
932
+928
| +23,200% | +$23.1K | ﹤0.01% | 803 |
|
|
2024
Q2 | $92 | Buy |
+4
| New | +$92 | ﹤0.01% | 1719 |
|
|
2023
Q4 | $98 | Hold |
4
| – | – | ﹤0.01% | 1646 |
|
|
2023
Q3 | $148 | Hold |
4
| – | – | ﹤0.01% | 1130 |
|
|
2023
Q2 | $107 | Buy |
+4
| New | +$107 | ﹤0.01% | 1372 |
|
|
2023
Q1 | – | Sell |
-4
| Closed | -$148 | – | 1021 |
|
|
2022
Q4 | $148 | Buy |
+4
| New | +$148 | ﹤0.01% | 1129 |
|