First Horizon Advisors’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 | $583 | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $18.3K | Sell |
|
|||||
|
2023
Q3 | $17.3K | Buy |
|
|||||
|
2023
Q2 | $13.2K | Hold |
|
|||||
|
2023
Q1 | $17.1K | Buy |
|
|||||
|
2022
Q4 | $17.1K | Sell |
|
|||||
|
2022
Q3 | $35K | Sell |
|
|||||
|
2022
Q2 | $65K | Buy |
|
|||||
|
2022
Q1 | $49K | Sell |
|
|||||
|
2021
Q4 | $92K | Sell |
|
|||||
|
2021
Q3 | $87K | Sell |
|
|||||
|
2021
Q2 | $101K | Hold |
|
|||||
|
2021
Q1 | $90K | Sell |
|
|||||
|
2020
Q4 | $85K | Sell |
|
|||||
|
2020
Q3 | $97K | Sell |
|
|||||
|
2020
Q2 | $104K | Sell |
|
|||||
|
2020
Q1 | $103K | Sell |
|
|||||
|
2019
Q4 | $198K | Buy |
|
|||||
|
2019
Q3 | $206K | Buy |
|
|||||
|
2019
Q2 | $210K | Sell |
|
|||||
|
2019
Q1 | $371K | Sell |
|
|||||
|
2018
Q4 | $3.74M | Buy |
|
|||||
|
2018
Q3 | $3.57M | Sell |
|
|||||
|
2018
Q2 | $3.39M | Buy |
|
|||||
|
2018
Q1 | $2.75M | Buy |
|
|||||
|
2017
Q4 | $2.53M | Buy |
|
|||||
|
2017
Q3 | $2.28M | Buy |
|
|||||
|
2017
Q2 | $2.27M | Buy |
|
|||||
|
2017
Q1 | $2.07M | Buy |
|
|||||
|
2016
Q4 | $1.54M | Hold |
|
|||||
|
2016
Q3 | $1.54M | Buy |
|
|||||
|
2016
Q2 | $1.45M | Buy |
|
|||||
|
2016
Q1 | $1.28M | Buy |
|
|||||
|
2015
Q4 | $967K | Sell |
|
|||||
|
2015
Q3 | $1.04M | Buy |
|
|||||
|
2015
Q2 | $958K | Sell |
|
|||||
|
2015
Q1 | $978K | Buy |
|
|||||
|
2014
Q4 | $985K | Sell |
|
|||||
|
2014
Q3 | $900K | Buy |
|
|||||
|
2014
Q2 | $833K | Buy |
|
|||||
|
2014
Q1 | $542K | Buy |
|
|||||
|
2013
Q4 | $359K | Buy |
|
|||||
|
2013
Q3 | $344K | Buy |
|
|||||
|
2013
Q2 | $14K | Buy |
|