EDMP Inc’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.31M | Sell |
118,392
-941
| -0.8% | -$35.4K | 3.49% | 8 |
|
|
2025
Q4 | $4.47M | Sell |
119,333
-9,391
| -7% | -$333K | 3.67% | 7 |
|
|
2025
Q3 | $4.28M | Sell |
128,724
-395
| -0.3% | -$13.8K | 3.39% | 7 |
|
|
2025
Q2 | $4.7M | Sell |
129,119
-6,512
| -5% | -$224K | 4% | 4 |
|
|
2025
Q1 | $4.49M | Sell |
135,631
-696
| -0.5% | -$22.1K | 3.76% | 7 |
|
|
2024
Q4 | $3.85M | Buy |
136,327
+2,869
| +2% | +$74.5K | 3.65% | 8 |
|
|
2024
Q3 | $3.34M | Buy |
133,458
+4,535
| +4% | +$109K | 2.74% | 10 |
|
|
2024
Q2 | $2.95M | Sell |
128,923
-7,968
| -6% | -$193K | 2.67% | 10 |
|
|
2024
Q1 | $3.36M | Buy |
136,891
+1,618
| +1% | +$38.9K | 2.8% | 10 |
|
|
2023
Q4 | $3.33M | Buy |
135,273
+28,960
| +27% | +$639K | 3.03% | 10 |
|
|
2023
Q3 | $2.45M | Buy |
106,313
+20,569
| +24% | +$510K | 2.5% | 13 |
|
|
2023
Q2 | $2.31M | Buy |
85,744
+2,573
| +3% | +$78.1K | 2.2% | 19 |
|
|
2023
Q1 | $2.89M | Buy |
83,171
+919
| +1% | +$34.8K | 2.89% | 11 |
|
|
2022
Q4 | $3.05M | Buy |
82,252
+93
| +0.1% | +$3.36K | 3% | 14 |
|
|
2022
Q3 | $2.66M | Sell |
82,159
-796
| -1% | -$31.4K | 2.83% | 15 |
|
|
2022
Q2 | $3.2M | Buy |
82,955
+1,092
| +1% | +$42.3K | 3.13% | 13 |
|
|
2022
Q1 | $2.96M | Buy |
81,863
+6,687
| +9% | +$267K | 2.79% | 14 |
|
|
2021
Q4 | $3.48M | Sell |
75,176
-736
| -1% | -$32.7K | 3.46% | 8 |
|
|
2021
Q3 | $3.26M | Buy |
75,912
+4,086
| +6% | +$187K | 3.45% | 8 |
|
|
2021
Q2 | $3.33M | Buy |
71,826
+256
| +0.4% | +$11.5K | 3.49% | 6 |
|
|
2021
Q1 | $2.94M | Buy |
+71,570
| New | +$2.77M | 3.11% | 10 |
|
Other funds holding UGI
VPM
VCM
SCM
