Glass Jacobson 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
Q2 | – | Sell |
-214
| Closed | -$6.04K | – | 841 |
|
|
2025
Q1 | $6.04K | Hold |
214
| – | – | ﹤0.01% | 653 |
|
|
2024
Q4 | $6.04K | Hold |
214
| – | – | ﹤0.01% | 653 |
|
|
2024
Q3 | $5.36K | Hold |
214
| – | – | ﹤0.01% | 625 |
|
|
2024
Q2 | $4.9K | Hold |
214
| – | – | ﹤0.01% | 621 |
|
|
2024
Q1 | $5.25K | Hold |
214
| – | – | ﹤0.01% | 618 |
|
|
2023
Q4 | $5.27K | Hold |
214
| – | – | ﹤0.01% | 589 |
|
|
2023
Q3 | $4.92K | Hold |
214
| – | – | ﹤0.01% | 569 |
|
|
2023
Q2 | $5.77K | Buy |
+214
| New | +$5.77K | ﹤0.01% | 565 |
|
|
2022
Q4 | $11K | Buy |
+296
| New | +$11K | 0.01% | 507 |
|