Forvis Mazars Wealth 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
Q3 | $339K | Sell |
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|
2025
Q2 | $400K | Sell |
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|
2025
Q1 | $421K | Sell |
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|
2024
Q4 | $369K | Hold |
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|
2024
Q3 | $327K | Sell |
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|
2024
Q2 | $311K | Buy |
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|
2024
Q1 | $286K | Buy |
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|
2023
Q4 | $244K | Buy |
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|
2023
Q3 | $200K | Sell |
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|
2023
Q2 | $350K | Buy |
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|
2023
Q1 | $269K | Hold |
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|
2022
Q4 | $287K | Buy |
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|
2022
Q3 | $248K | Buy |
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|
2022
Q2 | $288K | Buy |
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|
2022
Q1 | $248K | Buy |
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|
2021
Q4 | $285K | Buy |
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|
2021
Q3 | $259K | Buy |
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|
2021
Q2 | $269K | Sell |
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|
2021
Q1 | $262K | Sell |
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|
2020
Q4 | $239K | Buy |
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|
2020
Q3 | $213K | Buy |
|