D.J. St. Germain’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $120K | Hold |
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|
2025
Q2 | $131K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $102K | Hold |
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|
2024
Q3 | $90.1K | Hold |
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|
2024
Q2 | $82.4K | Hold |
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|
2024
Q1 | $88.3K | Hold |
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|
2023
Q4 | $88.6K | Hold |
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|
2023
Q3 | $82.8K | Hold |
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|
2023
Q2 | $97.1K | Buy |
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|
2022
Q4 | – | Hold |
|