FNY Investment Advisers’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21K | Buy |
+600
| New | +$21K | 0.01% | 540 |
|
|
2025
Q1 | – | Sell |
-400
| Closed | -$11K | – | 950 |
|
|
2024
Q4 | $11K | Hold |
400
| – | – | 0.01% | 469 |
|
|
2024
Q3 | $10K | Buy |
+400
| New | +$10K | ﹤0.01% | 486 |
|
|
2024
Q2 | – | Sell |
-400
| Closed | -$9 | – | 790 |
|
|
2024
Q1 | $9 | Hold |
400
| – | – | 0.01% | 453 |
|
|
2023
Q4 | $9K | Hold |
400
| – | – | 0.01% | 314 |
|
|
2023
Q3 | $9K | Hold |
400
| – | – | 0.01% | 396 |
|
|
2023
Q2 | $10K | Hold |
400
| – | – | 0.01% | 307 |
|
|
2023
Q1 | $13K | Hold |
400
| – | – | 0.01% | 308 |
|
|
2022
Q4 | $14K | Hold |
400
| – | – | 0.02% | 280 |
|
|
2022
Q3 | $12K | Hold |
400
| – | – | 0.01% | 365 |
|
|
2022
Q2 | $15K | Hold |
400
| – | – | 0.01% | 353 |
|
|
2022
Q1 | $14K | Buy |
+400
| New | +$14K | 0.01% | 387 |
|
|
2020
Q1 | – | Sell |
-364
| Closed | -$16K | – | 766 |
|
|
2019
Q4 | $16K | Buy |
364
+20
| +6% | +$879 | 0.01% | 577 |
|
|
2019
Q3 | $17K | Sell |
344
-223
| -39% | -$11K | 0.01% | 525 |
|
|
2019
Q2 | $30K | Sell |
567
-214
| -27% | -$11.3K | 0.01% | 425 |
|
|
2019
Q1 | $43K | Buy |
781
+286
| +58% | +$15.7K | 0.01% | 339 |
|
|
2018
Q4 | $26K | Hold |
495
| – | – | 0.01% | 317 |
|
|
2018
Q3 | $27K | Buy |
495
+71
| +17% | +$3.87K | 0.01% | 402 |
|
|
2018
Q2 | $22K | Buy |
+424
| New | +$22K | 0.01% | 331 |
|