Cutter & Co Brokerage’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 | – | Sell |
|
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|
2025
Q1 | $2.73M | Buy |
|
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|
2024
Q4 | $2.14M | Buy |
|
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|
2022
Q4 | – | Sell |
|
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|
2022
Q3 | $751K | Sell |
|
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|
2022
Q2 | $1.04M | Buy |
|
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|
2022
Q1 | $658K | Buy |
|
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|
2014
Q2 | – | Sell |
|
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|
2014
Q1 | $1.5M | Sell |
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|
2013
Q4 | $1.54M | Sell |
|
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|
2013
Q3 | $1.49M | Sell |
|
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|
2013
Q2 | $1.5M | Buy |
|