Forvis Mazars Wealth 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 | $400K | Sell |
10,990
-1,731
| -14% | -$63K | 0.01% | 322 |
|
|
2025
Q1 | $421K | Sell |
12,721
-351
| -3% | -$11.6K | 0.01% | 307 |
|
|
2024
Q4 | $369K | Hold |
13,072
| – | – | 0.01% | 349 |
|
|
2024
Q3 | $327K | Sell |
13,072
-524
| -4% | -$13.1K | 0.01% | 373 |
|
|
2024
Q2 | $311K | Buy |
13,596
+1,923
| +16% | +$44K | 0.01% | 348 |
|
|
2024
Q1 | $286K | Buy |
11,673
+1,751
| +18% | +$43K | 0.01% | 353 |
|
|
2023
Q4 | $244K | Buy |
9,922
+1,208
| +14% | +$29.7K | 0.01% | 358 |
|
|
2023
Q3 | $200K | Sell |
8,714
-4,274
| -33% | -$98.3K | 0.01% | 375 |
|
|
2023
Q2 | $350K | Buy |
12,988
+5,249
| +68% | +$142K | 0.01% | 336 |
|
|
2023
Q1 | $269K | Hold |
7,739
| – | – | 0.01% | 352 |
|
|
2022
Q4 | $287K | Buy |
7,739
+56
| +0.7% | +$2.08K | 0.01% | 331 |
|
|
2022
Q3 | $248K | Buy |
7,683
+228
| +3% | +$7.36K | 0.01% | 348 |
|
|
2022
Q2 | $288K | Buy |
7,455
+617
| +9% | +$23.8K | 0.01% | 324 |
|
|
2022
Q1 | $248K | Buy |
6,838
+627
| +10% | +$22.7K | 0.01% | 267 |
|
|
2021
Q4 | $285K | Buy |
6,211
+145
| +2% | +$6.65K | 0.01% | 234 |
|
|
2021
Q3 | $259K | Buy |
6,066
+253
| +4% | +$10.8K | 0.01% | 237 |
|
|
2021
Q2 | $269K | Sell |
5,813
-587
| -9% | -$27.2K | 0.01% | 231 |
|
|
2021
Q1 | $262K | Sell |
6,400
-445
| -7% | -$18.2K | 0.01% | 246 |
|
|
2020
Q4 | $239K | Buy |
6,845
+397
| +6% | +$13.9K | 0.01% | 326 |
|
|
2020
Q3 | $213K | Buy |
+6,448
| New | +$213K | 0.01% | 308 |
|