Gibraltar Capital Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-32,471
| Closed | -$799K | – | 71 |
|
|
2023
Q4 | $799K | Buy |
32,471
+13,164
| +68% | +$324K | 0.34% | 42 |
|
|
2023
Q3 | $444K | Buy |
19,307
+56
| +0.3% | +$1.29K | 0.2% | 56 |
|
|
2023
Q2 | $519K | Buy |
19,251
+129
| +0.7% | +$3.48K | 0.23% | 54 |
|
|
2023
Q1 | $665K | Buy |
19,122
+4,323
| +29% | +$150K | 0.31% | 52 |
|
|
2022
Q4 | $549K | Buy |
14,799
+996
| +7% | +$36.9K | 0.26% | 56 |
|
|
2022
Q3 | $446K | Buy |
+13,803
| New | +$446K | 0.23% | 60 |
|