Cutter & Co Brokerage’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-82,466
| Closed | -$2.73M | – | 156 |
|
|
2025
Q1 | $2.73M | Buy |
82,466
+6,589
| +9% | +$218K | 0.65% | 35 |
|
|
2024
Q4 | $2.14M | Buy |
+75,877
| New | +$2.14M | 0.52% | 44 |
|
|
2022
Q4 | – | Sell |
-23,227
| Closed | -$751K | – | 233 |
|
|
2022
Q3 | $751K | Sell |
23,227
-3,605
| -13% | -$117K | 0.28% | 75 |
|
|
2022
Q2 | $1.04M | Buy |
26,832
+8,672
| +48% | +$335K | 0.35% | 65 |
|
|
2022
Q1 | $658K | Buy |
+18,160
| New | +$658K | 0.2% | 93 |
|
|
2014
Q2 | – | Sell |
-49,241
| Closed | -$1.5M | – | 250 |
|
|
2014
Q1 | $1.5M | Sell |
49,241
-6,913
| -12% | -$210K | 0.59% | 59 |
|
|
2013
Q4 | $1.54M | Sell |
56,154
-870
| -2% | -$23.8K | 0.72% | 52 |
|
|
2013
Q3 | $1.49M | Sell |
57,024
-686
| -1% | -$17.9K | 0.66% | 54 |
|
|
2013
Q2 | $1.51M | Buy |
+57,710
| New | +$1.51M | 0.72% | 50 |
|