Corient Private Wealth’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.95M | Buy |
108,555
+78,522
| +261% | +$2.86M | ﹤0.01% | 840 |
|
|
2025
Q1 | $994K | Buy |
30,033
+11,027
| +58% | +$365K | ﹤0.01% | 1281 |
|
|
2024
Q4 | $537K | Buy |
19,006
+1,097
| +6% | +$31K | ﹤0.01% | 1579 |
|
|
2024
Q3 | $448K | Buy |
17,909
+3,230
| +22% | +$80.8K | ﹤0.01% | 1776 |
|
|
2024
Q2 | $336K | Buy |
14,679
+4
| +0% | +$92 | ﹤0.01% | 1833 |
|
|
2024
Q1 | $360K | Buy |
14,675
+111
| +0.8% | +$2.72K | ﹤0.01% | 1791 |
|
|
2023
Q4 | $358K | Sell |
14,564
-13,912
| -49% | -$342K | ﹤0.01% | 1774 |
|
|
2023
Q3 | $656K | Buy |
+28,476
| New | +$656K | ﹤0.01% | 1348 |
|
|
2023
Q2 | – | Sell |
-13,017
| Closed | -$452K | – | 2147 |
|
|
2023
Q1 | $452K | Buy |
13,017
+7,146
| +122% | +$248K | ﹤0.01% | 1420 |
|
|
2022
Q4 | $218K | Buy |
+5,871
| New | +$218K | ﹤0.01% | 1458 |
|