Ethic Inc’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.23M | Sell |
89,339
-1,738
| -2% | -$62.8K | 0.06% | 323 |
|
|
2025
Q1 | $3.05M | Sell |
91,077
-10,320
| -10% | -$346K | 0.06% | 315 |
|
|
2024
Q4 | $2.86M | Buy |
101,397
+6,639
| +7% | +$187K | 0.06% | 332 |
|
|
2024
Q3 | $2.33M | Sell |
94,758
-13,344
| -12% | -$327K | 0.06% | 345 |
|
|
2024
Q2 | $2.48M | Buy |
108,102
+13,344
| +14% | +$306K | 0.06% | 331 |
|
|
2024
Q1 | $2.33M | Buy |
94,758
+20,326
| +27% | +$499K | 0.06% | 345 |
|
|
2023
Q4 | $1.83M | Sell |
74,432
-2,861
| -4% | -$70.4K | 0.05% | 372 |
|
|
2023
Q3 | $1.78M | Buy |
77,293
+2,019
| +3% | +$46.4K | 0.06% | 346 |
|
|
2023
Q2 | $2.03M | Sell |
75,274
-3,199
| -4% | -$86.3K | 0.08% | 299 |
|
|
2023
Q1 | $2.73M | Buy |
78,473
+33,276
| +74% | +$1.16M | 0.11% | 229 |
|
|
2022
Q4 | $1.68M | Buy |
45,197
+31,032
| +219% | +$1.15M | 0.09% | 277 |
|
|
2022
Q3 | $458K | Buy |
14,165
+4,592
| +48% | +$148K | 0.03% | 515 |
|
|
2022
Q2 | $370K | Buy |
+9,573
| New | +$370K | 0.03% | 565 |
|