Golden State Wealth Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.8K | Hold |
1,258
| – | – | 0.01% | 666 |
|
|
2025
Q1 | $41.6K | Hold |
1,258
| – | – | 0.01% | 632 |
|
|
2024
Q4 | $35.5K | Buy |
+1,258
| New | +$35.5K | 0.01% | 642 |
|
|
2020
Q2 | – | Sell |
-497
| Closed | -$13K | – | 849 |
|
|
2020
Q1 | $13K | Buy |
+497
| New | +$13K | 0.01% | 577 |
|
|
2019
Q4 | – | Sell |
-450
| Closed | -$23K | – | 861 |
|
|
2019
Q3 | $23K | Buy |
+450
| New | +$23K | 0.01% | 596 |
|