Global Retirement Partners’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $167K | Buy |
+4,590
| New | +$167K | ﹤0.01% | 1179 |
|
|
2024
Q4 | $122K | Sell |
4,324
-161
| -4% | -$4.55K | ﹤0.01% | 1175 |
|
|
2024
Q3 | $112K | Sell |
4,485
-809
| -15% | -$20.2K | ﹤0.01% | 1188 |
|
|
2024
Q2 | $121K | Buy |
5,294
+595
| +13% | +$13.6K | ﹤0.01% | 1102 |
|
|
2024
Q1 | $115K | Buy |
4,699
+274
| +6% | +$6.72K | ﹤0.01% | 1021 |
|
|
2023
Q4 | $102K | Buy |
4,425
+1,089
| +33% | +$25K | ﹤0.01% | 1032 |
|
|
2023
Q3 | $71.6K | Sell |
3,336
-96
| -3% | -$2.06K | ﹤0.01% | 1075 |
|
|
2023
Q2 | $92.5K | Buy |
3,432
+455
| +15% | +$12.3K | ﹤0.01% | 980 |
|
|
2023
Q1 | $96K | Buy |
2,977
+1,196
| +67% | +$38.6K | 0.01% | 937 |
|
|
2022
Q4 | $66K | Buy |
1,781
+1,772
| +19,689% | +$65.7K | ﹤0.01% | 974 |
|
|
2022
Q3 | $0 | Sell |
9
-10
| -53% | – | ﹤0.01% | 2987 |
|
|
2022
Q2 | $1K | Buy |
19
+7
| +58% | +$368 | ﹤0.01% | 2579 |
|
|
2022
Q1 | $0 | Buy |
+12
| New | – | ﹤0.01% | 2786 |
|