Fairman Group’s UGI UGI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $65.7K | Hold |
1,785
| – | – | 0.05% | 92 |
|
2025
Q1 | $51.1K | Hold |
1,785
| – | – | 0.05% | 96 |
|
2024
Q4 | $51.1K | Hold |
1,785
| – | – | 0.04% | 106 |
|
2024
Q3 | $45.3K | Hold |
1,785
| – | – | 0.04% | 115 |
|
2024
Q2 | $41.5K | Hold |
1,785
| – | – | 0.04% | 115 |
|
2024
Q1 | $44.5K | Buy |
+1,785
| New | +$44.5K | 0.04% | 104 |
|