Farmers & Merchants Investments 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 | $6.45K | Buy |
177
+21
| +13% | +$765 | ﹤0.01% | 845 |
|
|
2025
Q1 | $5.16K | Buy |
156
+71
| +84% | +$2.35K | ﹤0.01% | 894 |
|
|
2024
Q4 | $2.4K | Hold |
85
| – | – | ﹤0.01% | 1085 |
|
|
2024
Q3 | $2.13K | Hold |
85
| – | – | ﹤0.01% | 1152 |
|
|
2024
Q2 | $1.95K | Hold |
85
| – | – | ﹤0.01% | 1156 |
|
|
2024
Q1 | $2.09K | Hold |
85
| – | – | ﹤0.01% | 1086 |
|
|
2023
Q4 | $2.09K | Hold |
85
| – | – | ﹤0.01% | 1081 |
|
|
2023
Q3 | $1.96K | Sell |
85
-10
| -11% | -$230 | ﹤0.01% | 1036 |
|
|
2023
Q2 | $2.56K | Hold |
95
| – | – | ﹤0.01% | 969 |
|
|
2023
Q1 | $3.3K | Hold |
95
| – | – | ﹤0.01% | 831 |
|
|
2022
Q4 | $3.52K | Sell |
95
-3
| -3% | -$111 | ﹤0.01% | 849 |
|
|
2022
Q3 | $3K | Buy |
98
+35
| +56% | +$1.07K | ﹤0.01% | 906 |
|
|
2022
Q2 | $2K | Hold |
63
| – | – | ﹤0.01% | 923 |
|
|
2022
Q1 | $2K | Hold |
63
| – | – | ﹤0.01% | 943 |
|
|
2021
Q4 | $3K | Buy |
+63
| New | +$3K | ﹤0.01% | 944 |
|
|
2021
Q2 | – | Sell |
-124
| Closed | -$5K | – | 973 |
|
|
2021
Q1 | $5K | Hold |
124
| – | – | ﹤0.01% | 780 |
|
|
2020
Q4 | $4K | Hold |
124
| – | – | ﹤0.01% | 797 |
|
|
2020
Q3 | $4K | Hold |
124
| – | – | ﹤0.01% | 763 |
|
|
2020
Q2 | $4K | Hold |
124
| – | – | ﹤0.01% | 759 |
|
|
2020
Q1 | $3K | Hold |
124
| – | – | ﹤0.01% | 761 |
|
|
2019
Q4 | $6K | Hold |
124
| – | – | ﹤0.01% | 724 |
|
|
2019
Q3 | $6K | Hold |
124
| – | – | ﹤0.01% | 704 |
|
|
2019
Q2 | $7K | Hold |
124
| – | – | ﹤0.01% | 671 |
|
|
2019
Q1 | $7K | Hold |
124
| – | – | ﹤0.01% | 654 |
|
|
2018
Q4 | $7K | Hold |
124
| – | – | ﹤0.01% | 566 |
|
|
2018
Q3 | $7K | Hold |
124
| – | – | ﹤0.01% | 645 |
|
|
2018
Q2 | $6K | Hold |
124
| – | – | ﹤0.01% | 684 |
|
|
2018
Q1 | $6K | Hold |
124
| – | – | ﹤0.01% | 662 |
|
|
2017
Q4 | $6K | Hold |
124
| – | – | ﹤0.01% | 686 |
|
|
2017
Q3 | $6K | Hold |
124
| – | – | ﹤0.01% | 662 |
|
|
2017
Q2 | $6K | Hold |
124
| – | – | ﹤0.01% | 641 |
|
|
2017
Q1 | $6K | Hold |
124
| – | – | ﹤0.01% | 595 |
|
|
2016
Q4 | $6K | Hold |
124
| – | – | ﹤0.01% | 627 |
|
|
2016
Q3 | $6K | Hold |
124
| – | – | ﹤0.01% | 580 |
|
|
2016
Q2 | $6K | Hold |
124
| – | – | ﹤0.01% | 544 |
|
|
2016
Q1 | $5K | Sell |
124
-23
| -16% | -$927 | ﹤0.01% | 587 |
|
|
2015
Q4 | $5K | Buy |
147
+23
| +19% | +$782 | ﹤0.01% | 578 |
|
|
2015
Q3 | $4K | Hold |
124
| – | – | ﹤0.01% | 618 |
|
|
2015
Q2 | $4K | Hold |
124
| – | – | ﹤0.01% | 647 |
|
|
2015
Q1 | $4K | Hold |
124
| – | – | ﹤0.01% | 661 |
|
|
2014
Q4 | $5K | Hold |
124
| – | – | ﹤0.01% | 600 |
|
|
2014
Q3 | $4K | Sell |
124
-1
| -0.8% | -$32 | ﹤0.01% | 636 |
|
|
2014
Q2 | $4K | Hold |
125
| – | – | ﹤0.01% | 608 |
|
|
2014
Q1 | $4K | Hold |
125
| – | – | ﹤0.01% | 612 |
|
|
2013
Q4 | $3K | Hold |
125
| – | – | ﹤0.01% | 640 |
|
|
2013
Q3 | $3K | Sell |
125
-124
| -50% | -$2.98K | ﹤0.01% | 599 |
|
|
2013
Q2 | $6K | Buy |
+249
| New | +$6K | ﹤0.01% | 523 |
|