Crossmark Global Holdings’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 | $557K | Buy |
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|
2025
Q1 | $497K | Sell |
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|
2024
Q4 | $425K | Sell |
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|
2024
Q3 | $378K | Sell |
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|
2024
Q2 | $369K | Sell |
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|
2024
Q1 | $452K | Buy |
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|
2023
Q4 | $451K | Sell |
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|
2023
Q3 | $420K | Sell |
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|
2023
Q2 | $518K | Sell |
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|
2023
Q1 | $690K | Buy |
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|
2022
Q4 | $733K | Sell |
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|
2022
Q3 | $652K | Sell |
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|
2022
Q2 | $796K | Sell |
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|
2022
Q1 | $857K | Sell |
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|
2021
Q4 | $1.28M | Buy |
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|
2021
Q3 | $1.12M | Sell |
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|
2021
Q2 | $1.35M | Buy |
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|
2021
Q1 | $1.18M | Sell |
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|
2020
Q4 | $1.02M | Sell |
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|
2020
Q3 | $966K | Sell |
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|
2020
Q2 | $951K | Buy |
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|
2020
Q1 | $790K | Sell |
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|
2019
Q4 | $1.36M | Sell |
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|
2019
Q3 | $1.57M | Sell |
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|
2019
Q2 | $1.76M | Sell |
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|
2019
Q1 | $1.84M | Sell |
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|
2018
Q4 | $1.79M | Sell |
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|
2018
Q3 | $1.88M | Sell |
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|
2018
Q2 | $1.78M | Sell |
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|
2018
Q1 | $1.55M | Sell |
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|
2017
Q4 | $1.97M | Sell |
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|
2017
Q3 | $2.2M | Buy |
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|
2016
Q3 | $2.2M | Buy |
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