Godshalk Welsh Capital Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $206K | Sell |
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|
2022
Q4 | $256K | Sell |
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|
2022
Q3 | $284K | Sell |
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|
2022
Q2 | $399K | Hold |
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|
2022
Q1 | $374K | Hold |
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|
2021
Q4 | $474K | Sell |
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|
2021
Q3 | $482K | Sell |
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|
2021
Q2 | $517K | Sell |
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|
2021
Q1 | $478K | Buy |
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|
2020
Q4 | $386K | Sell |
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|
2020
Q3 | $374K | Buy |
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|
2020
Q2 | $345K | Buy |
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|
2020
Q1 | $286K | Buy |
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|
2019
Q4 | $441K | Buy |
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|
2019
Q3 | $332K | Hold |
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|
2019
Q2 | $353K | Buy |
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|
2019
Q1 | $343K | Buy |
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|
2018
Q4 | $315K | Hold |
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|
2018
Q3 | $327K | Buy |
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|
2018
Q2 | $258K | Hold |
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|
2018
Q1 | $220K | Sell |
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|
2017
Q4 | $303K | Sell |
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|
2017
Q3 | $337K | Hold |
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|
2017
Q2 | $349K | Hold |
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|
2017
Q1 | $356K | Hold |
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|
2016
Q4 | $332K | Hold |
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|
2016
Q3 | $326K | Sell |
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|
2016
Q2 | $334K | Sell |
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|
2016
Q1 | $360K | Hold |
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|
2015
Q4 | $301K | Hold |
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|
2015
Q3 | $311K | Hold |
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|
2015
Q2 | $307K | Hold |
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|
2015
Q1 | $291K | Hold |
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|
2014
Q4 | $339K | Buy |
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