Empowered Funds’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $1.02M | Sell |
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|
2024
Q4 | $919K | Sell |
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|
2024
Q3 | $3.44M | Buy |
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|
2024
Q2 | $3.05M | Sell |
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|
2024
Q1 | $10.1M | Buy |
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|
2023
Q4 | $4.31M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $4.88M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $2.71M | Hold |
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|
2020
Q4 | $2.71M | Buy |
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