EGM
Engineers Gate Manager’s UGI UGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Sell |
8,752
-39
| -0.4% | -$1.42K | ﹤0.01% | 1693 |
|
|
2025
Q1 | $291K | Buy |
+8,791
| New | +$291K | ﹤0.01% | 1727 |
|
|
2024
Q4 | – | Sell |
-32,391
| Closed | -$810K | – | 2589 |
|
|
2024
Q3 | $810K | Sell |
32,391
-152,718
| -83% | -$3.82M | 0.02% | 1132 |
|
|
2024
Q2 | $4.24M | Buy |
185,109
+33,615
| +22% | +$770K | 0.1% | 304 |
|
|
2024
Q1 | $3.72M | Buy |
151,494
+6,409
| +4% | +$157K | 0.1% | 276 |
|
|
2023
Q4 | $3.57M | Sell |
145,085
-253,886
| -64% | -$6.25M | 0.1% | 267 |
|
|
2023
Q3 | $9.18M | Buy |
398,971
+11,640
| +3% | +$268K | 0.34% | 40 |
|
|
2023
Q2 | $10.4M | Buy |
387,331
+322,850
| +501% | +$8.71M | 0.39% | 25 |
|
|
2023
Q1 | $2.24M | Buy |
64,481
+55,091
| +587% | +$1.91M | 0.09% | 288 |
|
|
2022
Q4 | $348K | Buy |
+9,390
| New | +$348K | 0.02% | 1109 |
|
|
2022
Q3 | – | Sell |
-28,693
| Closed | -$1.11M | – | 2085 |
|
|
2022
Q2 | $1.11M | Sell |
28,693
-142,041
| -83% | -$5.49M | 0.04% | 638 |
|
|
2022
Q1 | $6.18M | Buy |
+170,734
| New | +$6.18M | 0.24% | 71 |
|
|
2021
Q3 | – | Sell |
-19,002
| Closed | -$880K | – | 1987 |
|
|
2021
Q2 | $880K | Buy |
19,002
+3,312
| +21% | +$153K | 0.06% | 494 |
|
|
2021
Q1 | $643K | Sell |
15,690
-12,521
| -44% | -$513K | 0.03% | 833 |
|
|
2020
Q4 | $986K | Buy |
28,211
+8,416
| +43% | +$294K | 0.04% | 603 |
|
|
2020
Q3 | $653K | Sell |
19,795
-21,930
| -53% | -$723K | 0.03% | 846 |
|
|
2020
Q2 | $1.33M | Sell |
41,725
-163,335
| -80% | -$5.19M | 0.07% | 465 |
|
|
2020
Q1 | $5.47M | Buy |
205,060
+195,958
| +2,153% | +$5.23M | 0.39% | 16 |
|
|
2019
Q4 | $411K | Buy |
+9,102
| New | +$411K | 0.02% | 1096 |
|
|
2019
Q3 | – | Sell |
-18,404
| Closed | -$983K | – | 1625 |
|
|
2019
Q2 | $983K | Buy |
+18,404
| New | +$983K | 0.05% | 508 |
|
|
2019
Q1 | – | Sell |
-26,291
| Closed | -$1.4M | – | 1156 |
|
|
2018
Q4 | $1.4M | Buy |
26,291
+19,585
| +292% | +$1.05M | 0.11% | 275 |
|
|
2018
Q3 | $372K | Sell |
6,706
-86,545
| -93% | -$4.8M | 0.03% | 596 |
|
|
2018
Q2 | $4.86M | Buy |
93,251
+50,518
| +118% | +$2.63M | 0.38% | 68 |
|
|
2018
Q1 | $1.9M | Buy |
+42,733
| New | +$1.9M | 0.13% | 292 |
|
|
2017
Q4 | – | Sell |
-56,191
| Closed | -$2.63M | – | 876 |
|
|
2017
Q3 | $2.63M | Buy |
56,191
+16,031
| +40% | +$751K | 0.22% | 146 |
|
|
2017
Q2 | $1.94M | Buy |
+40,160
| New | +$1.94M | 0.18% | 219 |
|
|
2016
Q3 | – | Sell |
-5,000
| Closed | -$226K | – | 771 |
|
|
2016
Q2 | $226K | Buy |
+5,000
| New | +$226K | 0.02% | 618 |
|
|
2016
Q1 | – | Sell |
-71,628
| Closed | -$2.42M | – | 833 |
|
|
2015
Q4 | $2.42M | Buy |
71,628
+52,567
| +276% | +$1.77M | 0.16% | 224 |
|
|
2015
Q3 | $664K | Sell |
19,061
-56,789
| -75% | -$1.98M | 0.06% | 406 |
|
|
2015
Q2 | $2.61M | Buy |
75,850
+18,762
| +33% | +$646K | 0.26% | 74 |
|
|
2015
Q1 | $1.86M | Buy |
57,088
+39,925
| +233% | +$1.3M | 0.25% | 76 |
|
|
2014
Q4 | $652K | Buy |
+17,163
| New | +$652K | 0.19% | 174 |
|