CVA Family Office’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $801 | Hold |
22
| – | – | ﹤0.01% | 1133 |
|
|
2025
Q1 | $728 | Hold |
22
| – | – | ﹤0.01% | 1161 |
|
|
2024
Q4 | $621 | Hold |
22
| – | – | ﹤0.01% | 1178 |
|
|
2024
Q3 | $550 | Hold |
22
| – | – | ﹤0.01% | 1192 |
|
|
2024
Q2 | $504 | Buy |
+22
| New | +$504 | ﹤0.01% | 1203 |
|
|
2023
Q2 | – | Sell |
-35
| Closed | -$1.22K | – | 1068 |
|
|
2023
Q1 | $1.22K | Sell |
35
-15
| -30% | -$522 | ﹤0.01% | 886 |
|
|
2022
Q4 | $1.85K | Buy |
+50
| New | +$1.85K | ﹤0.01% | 832 |
|