Econ Financial Services’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $2.23M | Sell |
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|
2024
Q3 | $2.12M | Buy |
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|
2024
Q2 | $882K | Buy |
|
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|
2024
Q1 | $663K | Sell |
|
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|
2023
Q4 | $1.17M | Buy |
|
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|
2023
Q3 | $771K | Sell |
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|
2023
Q2 | $1.55M | Buy |
|
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|
2023
Q1 | $1.6M | Sell |
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|
2022
Q4 | $2.5M | Sell |
|
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|
2022
Q3 | $2.19M | Buy |
|
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|
2022
Q2 | $1.19M | Sell |
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|
2022
Q1 | $2.78M | Buy |
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|
2021
Q4 | $989K | Buy |
|