DiNuzzo Private Wealth’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42K | Buy |
39
+7
| +22% | +$255 | ﹤0.01% | 743 |
|
|
2025
Q1 | $1.06K | Buy |
32
+3
| +10% | +$99 | ﹤0.01% | 802 |
|
|
2024
Q4 | $819 | Sell |
29
-1
| -3% | -$28 | ﹤0.01% | 914 |
|
|
2024
Q3 | $751 | Buy |
30
+2
| +7% | +$50 | ﹤0.01% | 966 |
|
|
2024
Q2 | $642 | Buy |
28
+8
| +40% | +$183 | ﹤0.01% | 952 |
|
|
2024
Q1 | $491 | Hold |
20
| – | – | ﹤0.01% | 981 |
|
|
2023
Q4 | $492 | Buy |
+20
| New | +$492 | ﹤0.01% | 989 |
|