F.L. Putnam Investment Management’s UGI UGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,200
Closed -$142K 611
2024
Q3
$142K Sell
1,200
-1,775
-60% -$210K ﹤0.01% 558
2024
Q2
$68.1K Buy
+2,975
New +$68.1K ﹤0.01% 579
2022
Q2
Sell
-15,829
Closed -$573K 431
2022
Q1
$573K Buy
+15,829
New +$573K 0.02% 274