Envestnet Portfolio Solutions’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Buy |
48,195
+24,373
| +102% | +$888K | 0.01% | 604 |
|
|
2025
Q1 | $788K | Buy |
23,822
+9,266
| +64% | +$306K | ﹤0.01% | 873 |
|
|
2024
Q4 | $411K | Buy |
14,556
+1,204
| +9% | +$34K | ﹤0.01% | 1333 |
|
|
2024
Q3 | $334K | Buy |
13,352
+1,585
| +13% | +$39.7K | ﹤0.01% | 1386 |
|
|
2024
Q2 | $269K | Buy |
+11,767
| New | +$269K | ﹤0.01% | 1437 |
|