Ethic Inc’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.21M | Buy |
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|
2025
Q2 | $3.23M | Sell |
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|
2025
Q1 | $3.05M | Sell |
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|
2024
Q4 | $2.86M | Buy |
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|
2024
Q3 | $2.33M | Sell |
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|
2024
Q2 | $2.48M | Buy |
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|
2024
Q1 | $2.33M | Buy |
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|
2023
Q4 | $1.83M | Sell |
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|
2023
Q3 | $1.78M | Buy |
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|
2023
Q2 | $2.03M | Sell |
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|
2023
Q1 | $2.73M | Buy |
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|
2022
Q4 | $1.68M | Buy |
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|
2022
Q3 | $458K | Buy |
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|
2022
Q2 | $370K | Buy |
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