First National Trust’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 | $1.69M | Hold |
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|
2025
Q1 | $1.54M | Hold |
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|
2024
Q4 | $1.31M | Buy |
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|
2024
Q3 | $652K | Hold |
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|
2024
Q2 | $597K | Hold |
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|
2024
Q1 | $640K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $204K | Sell |
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|
2018
Q4 | $209K | Sell |
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|
2018
Q3 | $233K | Hold |
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|
2018
Q2 | $218K | Sell |
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|
2018
Q1 | $211K | Sell |
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|
2017
Q4 | $252K | Sell |
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|
2017
Q3 | $314K | Sell |
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|
2017
Q2 | $335K | Sell |
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|
2017
Q1 | $350K | Sell |
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|
2016
Q4 | $340K | Sell |
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|
2016
Q3 | $378K | Sell |
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|
2016
Q2 | $414K | Sell |
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|
2016
Q1 | $384K | Buy |
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|
2015
Q4 | $320K | Buy |
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|
2015
Q3 | $312K | Buy |
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|
2015
Q2 | $302K | Sell |
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|
2015
Q1 | $301K | Buy |
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|
2014
Q4 | $320K | Buy |
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|
2014
Q3 | $219K | Buy |
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