Deseret Mutual Benefit Administrators’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.4K | Hold |
973
| – | – | 0.02% | 355 |
|
|
2025
Q1 | $32.2K | Hold |
973
| – | – | 0.02% | 362 |
|
|
2024
Q4 | $27.5K | Hold |
973
| – | – | 0.01% | 392 |
|
|
2024
Q3 | $24.3K | Buy |
973
+236
| +32% | +$5.91K | 0.01% | 405 |
|
|
2024
Q2 | $16.9K | Buy |
737
+62
| +9% | +$1.42K | 0.01% | 436 |
|
|
2024
Q1 | $16.6K | Hold |
675
| – | – | 0.01% | 447 |
|
|
2023
Q4 | $16.6K | Buy |
675
+67
| +11% | +$1.65K | 0.01% | 447 |
|
|
2023
Q3 | $14K | Hold |
608
| – | – | 0.01% | 462 |
|
|
2023
Q2 | $16.4K | Hold |
608
| – | – | 0.01% | 456 |
|
|
2023
Q1 | $21.1K | Hold |
608
| – | – | 0.01% | 430 |
|
|
2022
Q4 | $22.5K | Sell |
608
-479
| -44% | -$17.8K | 0.01% | 427 |
|
|
2022
Q3 | $35K | Sell |
1,087
-279
| -20% | -$8.98K | 0.01% | 439 |
|
|
2022
Q2 | $53K | Hold |
1,366
| – | – | 0.01% | 417 |
|
|
2022
Q1 | $49K | Hold |
1,366
| – | – | 0.01% | 453 |
|
|
2021
Q4 | $63K | Hold |
1,366
| – | – | 0.01% | 448 |
|
|
2021
Q3 | $58K | Sell |
1,366
-556
| -29% | -$23.6K | 0.01% | 448 |
|
|
2021
Q2 | $89K | Buy |
+1,922
| New | +$89K | 0.02% | 400 |
|