FNY Investment Advisers’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $13K | Hold |
400
| – | – | ﹤0.01% | 589 |
|
|
2026
Q1 | $14K | Hold |
400
| – | – | 0.01% | 517 |
|
|
2025
Q4 | $14K | Hold |
400
| – | – | ﹤0.01% | 614 |
|
|
2025
Q3 | $13K | Sell |
400
-200
| -33% | -$6.99K | ﹤0.01% | 759 |
|
|
2025
Q2 | $21K | Buy |
+600
| New | +$20.6K | 0.01% | 549 |
|
|
2025
Q1 | – | Sell |
-400
| Closed | -$11K | – | 1049 |
|
|
2024
Q4 | $11K | Hold |
400
| – | – | 0.01% | 484 |
|
|
2024
Q3 | $10K | Buy |
+400
| New | +$9.64K | ﹤0.01% | 506 |
|
|
2024
Q2 | – | Sell |
-400
| Closed | -$9 | – | 856 |
|
|
2024
Q1 | $9 | Hold |
400
| – | – | 0.01% | 467 |
|
|
2023
Q4 | $9K | Hold |
400
| – | – | 0.01% | 323 |
|
|
2023
Q3 | $9K | Hold |
400
| – | – | 0.01% | 410 |
|
|
2023
Q2 | $10K | Hold |
400
| – | – | 0.01% | 317 |
|
|
2023
Q1 | $13K | Hold |
400
| – | – | 0.02% | 313 |
|
|
2022
Q4 | $14K | Hold |
400
| – | – | 0.02% | 290 |
|
|
2022
Q3 | $12K | Hold |
400
| – | – | 0.01% | 367 |
|
|
2022
Q2 | $15K | Hold |
400
| – | – | 0.01% | 365 |
|
|
2022
Q1 | $14K | Buy |
+400
| New | +$16K | 0.01% | 402 |
|
|
2020
Q1 | – | Sell |
-364
| Closed | -$16K | – | 851 |
|
|
2019
Q4 | $16K | Buy |
364
+20
| +6% | +$916 | 0.01% | 598 |
|
|
2019
Q3 | $17K | Sell |
344
-223
| -39% | -$11.1K | 0.01% | 540 |
|
|
2019
Q2 | $30K | Sell |
567
-214
| -27% | -$11.4K | 0.01% | 429 |
|
|
2019
Q1 | $43K | Buy |
781
+286
| +58% | +$15.6K | 0.01% | 350 |
|
|
2018
Q4 | $26K | Hold |
495
| – | – | 0.01% | 332 |
|
|
2018
Q3 | $27K | Buy |
495
+71
| +17% | +$3.83K | 0.01% | 427 |
|
|
2018
Q2 | $22K | Buy |
+424
| New | +$20.5K | 0.01% | 354 |
|
Other funds holding UGI
HCM
WCM
RMA
BFA
P
CAMG
FCBT
IRC
AC
HIP