GHP Investment Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-213
| Closed | -$6.01K | – | 1031 |
|
|
2024
Q4 | $6.01K | Sell |
213
-128
| -38% | -$3.61K | ﹤0.01% | 766 |
|
|
2024
Q3 | $8.53K | Buy |
+341
| New | +$8.53K | ﹤0.01% | 738 |
|
|
2023
Q4 | – | Sell |
-327
| Closed | -$6.99K | – | 945 |
|
|
2023
Q3 | $6.99K | Buy |
+327
| New | +$6.99K | ﹤0.01% | 742 |
|