Fortis Group Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.8K | Hold |
515
| – | – | ﹤0.01% | 293 |
|
|
2025
Q1 | $17K | Hold |
515
| – | – | ﹤0.01% | 264 |
|
|
2024
Q4 | $14.5K | Hold |
515
| – | – | ﹤0.01% | 278 |
|
|
2024
Q3 | $12.9K | Hold |
515
| – | – | ﹤0.01% | 280 |
|
|
2024
Q2 | $11.8K | Hold |
515
| – | – | ﹤0.01% | 286 |
|
|
2024
Q1 | $12.6K | Sell |
515
-515
| -50% | -$12.6K | ﹤0.01% | 300 |
|
|
2023
Q4 | $25.3K | Buy |
1,030
+142
| +16% | +$3.49K | 0.01% | 218 |
|
|
2023
Q3 | $20.4K | Buy |
+888
| New | +$20.4K | 0.01% | 179 |
|
|
2020
Q3 | $358K | Buy |
+10,888
| New | +$358K | 0.07% | 122 |
|