Envestnet Asset Management’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 | $4.66M | Sell |
|
|||||
|
2025
Q1 | $4.62M | Buy |
|
|||||
|
2024
Q4 | $2.28M | Sell |
|
|||||
|
2024
Q3 | $2.26M | Buy |
|
|||||
|
2024
Q2 | $2.03M | Sell |
|
|||||
|
2024
Q1 | $2.62M | Sell |
|
|||||
|
2023
Q4 | $3.6M | Buy |
|
|||||
|
2023
Q3 | $3.22M | Buy |
|
|||||
|
2023
Q2 | $2.48M | Sell |
|
|||||
|
2023
Q1 | $4.07M | Buy |
|
|||||
|
2022
Q4 | $4.76M | Buy |
|
|||||
|
2022
Q3 | $4.11M | Sell |
|
|||||
|
2022
Q2 | $6.09M | Buy |
|
|||||
|
2022
Q1 | $4.48M | Sell |
|
|||||
|
2021
Q4 | $18.7M | Buy |
|
|||||
|
2021
Q3 | $16.7M | Buy |
|
|||||
|
2021
Q2 | $17.5M | Buy |
|
|||||
|
2021
Q1 | $8.32M | Buy |
|
|||||
|
2020
Q4 | $3.69M | Buy |
|
|||||
|
2020
Q3 | $2.72M | Sell |
|
|||||
|
2020
Q2 | $2.68M | Sell |
|
|||||
|
2020
Q1 | $2.41M | Buy |
|
|||||
|
2019
Q4 | $3.1M | Sell |
|
|||||
|
2019
Q3 | $5.11M | Sell |
|
|||||
|
2019
Q2 | $5.53M | Buy |
|
|||||
|
2019
Q1 | $2.46M | Buy |
|
|||||
|
2018
Q4 | $1.94M | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $73K | Buy |
|
|||||
|
2018
Q1 | $59K | Sell |
|
|||||
|
2017
Q4 | $81K | Buy |
|
|||||
|
2017
Q3 | $57K | Sell |
|
|||||
|
2017
Q2 | $767K | Buy |
|
|||||
|
2017
Q1 | $80K | Sell |
|
|||||
|
2016
Q4 | $110K | Sell |
|
|||||
|
2016
Q3 | $1.06M | Sell |
|
|||||
|
2016
Q2 | $1.45M | Buy |
|
|||||
|
2016
Q1 | $969K | Buy |
|
|||||
|
2015
Q4 | $751K | Sell |
|
|||||
|
2015
Q3 | $798K | Buy |
|
|||||
|
2015
Q2 | $697K | Sell |
|
|||||
|
2015
Q1 | $799K | Buy |
|
|||||
|
2014
Q4 | $342K | Buy |
|
|||||
|
2014
Q3 | $282K | Buy |
|
|||||
|
2014
Q2 | $138K | Buy |
|
|||||
|
2014
Q1 | $23K | Buy |
|
|||||
|
2013
Q4 | $1K | Hold |
|
|||||
|
2013
Q3 | $1K | Hold |
|
|||||
|
2013
Q2 | $1K | Buy |
|