D.J. St. Germain’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $131K | Buy |
+3,600
| New | +$131K | 0.01% | 356 |
|
|
2025
Q1 | – | Sell |
-3,600
| Closed | -$102K | – | 921 |
|
|
2024
Q4 | $102K | Hold |
3,600
| – | – | ﹤0.01% | 341 |
|
|
2024
Q3 | $90.1K | Hold |
3,600
| – | – | ﹤0.01% | 334 |
|
|
2024
Q2 | $82.4K | Hold |
3,600
| – | – | ﹤0.01% | 340 |
|
|
2024
Q1 | $88.3K | Hold |
3,600
| – | – | ﹤0.01% | 340 |
|
|
2023
Q4 | $88.6K | Hold |
3,600
| – | – | ﹤0.01% | 335 |
|
|
2023
Q3 | $82.8K | Hold |
3,600
| – | – | ﹤0.01% | 318 |
|
|
2023
Q2 | $97.1K | Buy |
+3,600
| New | +$97.1K | 0.01% | 309 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 409 |
|