Costello Asset Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.64K | Hold |
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|
2025
Q1 | $3.31K | Buy |
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|
2024
Q3 | – | Hold |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $21.3K | Sell |
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|
2023
Q4 | $41.6K | Sell |
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|
2023
Q3 | $116K | Sell |
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|
2023
Q2 | $141K | Sell |
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|
2023
Q1 | $202K | Sell |
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|
2022
Q4 | $280K | Sell |
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|
2022
Q3 | $291K | Sell |
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|
2022
Q2 | $388K | Sell |
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|
2022
Q1 | $376K | Sell |
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|
2021
Q4 | $494K | Sell |
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|
2021
Q3 | $471K | Sell |
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|
2021
Q2 | $539K | Sell |
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|
2021
Q1 | $557K | Sell |
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|
2020
Q4 | $512K | Sell |
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|
2020
Q3 | $523K | Sell |
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|
2020
Q2 | $534K | Buy |
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|
2019
Q3 | $930K | Buy |
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