Financial Management Professionals’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $515 | Hold |
14
| – | – | ﹤0.01% | 912 |
|
|
2025
Q1 | $463 | Hold |
14
| – | – | ﹤0.01% | 894 |
|
|
2024
Q4 | $395 | Hold |
14
| – | – | ﹤0.01% | 911 |
|
|
2024
Q3 | $0 | Hold |
14
| – | – | ﹤0.01% | 1049 |
|
|
2024
Q2 | $0 | Hold |
14
| – | – | ﹤0.01% | 1021 |
|
|
2024
Q1 | $0 | Buy |
14
+9
| +180% | – | ﹤0.01% | 1091 |
|
|
2023
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1059 |
|
|
2023
Q2 | – | Sell |
-15
| Closed | -$1K | – | 1117 |
|
|
2023
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 954 |
|
|
2022
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 875 |
|
|
2022
Q3 | $0 | Hold |
15
| – | – | ﹤0.01% | 1123 |
|
|
2022
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 893 |
|
|
2022
Q1 | $1K | Sell |
15
-30
| -67% | -$2K | ﹤0.01% | 971 |
|
|
2021
Q4 | $2K | Hold |
45
| – | – | ﹤0.01% | 757 |
|
|
2021
Q3 | $2K | Hold |
45
| – | – | ﹤0.01% | 748 |
|
|
2021
Q2 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 711 |
|