Fidelity Investments’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $444M | Buy |
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|
2025
Q1 | $402M | Buy |
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|
2024
Q4 | $325M | Buy |
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|
2024
Q3 | $236M | Buy |
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|
2024
Q2 | $152M | Buy |
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|
2024
Q1 | $130M | Buy |
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|
2023
Q4 | $101M | Buy |
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|
2023
Q3 | $14M | Buy |
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|
2023
Q2 | $9.58M | Buy |
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|
2023
Q1 | $8.88M | Sell |
|
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|
2022
Q4 | $13.9M | Sell |
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|
2022
Q3 | $22.9M | Buy |
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|
2022
Q2 | $19.3M | Buy |
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|
2022
Q1 | $2.24M | Sell |
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|
2021
Q4 | $4.28M | Sell |
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|
2021
Q3 | $8.26M | Buy |
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|
2021
Q2 | $5.29M | Buy |
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|
2021
Q1 | $4.61M | Buy |
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|
2020
Q4 | $1.42M | Sell |
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|
2020
Q3 | $7.91M | Buy |
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|
2020
Q2 | $6.25M | Buy |
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|
2020
Q1 | $4.76M | Sell |
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|
2019
Q4 | $15.8M | Sell |
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|
2019
Q3 | $105M | Buy |
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|
2019
Q2 | $42M | Buy |
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|
2019
Q1 | $42.5M | Buy |
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|
2018
Q4 | $20M | Buy |
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|
2018
Q3 | $4.05M | Buy |
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|
2018
Q2 | $2.11M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.41M | Buy |
|
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|
2017
Q3 | $1.39M | Sell |
|
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|
2017
Q2 | $24.7M | Buy |
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|
2017
Q1 | $741K | Sell |
|
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|
2016
Q4 | $9.13M | Sell |
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|
2016
Q3 | $14.2M | Buy |
|
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|
2016
Q2 | $6.58M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $775K | Sell |
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|
2014
Q4 | $7.9M | Sell |
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|
2014
Q3 | $8.08M | Sell |
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|
2014
Q2 | $11.2M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $6.33M | Sell |
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|
2013
Q2 | $31M | Buy |
|