Estabrook Capital 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
$22.7K Hold
2025
Q1
$20.6K Buy
2024
Q4
$8.47K Sell
2024
Q3
$15K Hold
2024
Q2
$13.7K Hold
2024
Q1
$14.7K Hold
2023
Q4
$14.8K Sell
2023
Q3
$21.9K Hold
2023
Q2
$25.6K Hold
2023
Q1
$33K Hold
2022
Q4
$35.2K Buy
2022
Q3
$27.8K Hold
2022
Q2
$33.2K Buy
2022
Q1
$7.17K Buy
2021
Q3
Sell
2021
Q2
$14K Hold
2021
Q1
$12.4K Hold
2020
Q4
$10.6K Sell
2020
Q3
$20.5K Hold
2020
Q2
$19.7K Hold
2020
Q1
$16.6K Sell
2019
Q4
$37.4K Sell
2019
Q3
$885K Buy