GVAG
Great Valley Advisor Group’s UGI UGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Buy |
+6,295
| New | +$229K | 0.01% | 825 |
|
|
2019
Q3 | – | Sell |
-3,984
| Closed | -$213K | – | 349 |
|
|
2019
Q2 | $213K | Buy |
3,984
+34
| +0.9% | +$1.82K | 0.05% | 315 |
|
|
2019
Q1 | $219K | Hold |
3,950
| – | – | 0.07% | 274 |
|
|
2018
Q4 | $211K | Buy |
+3,950
| New | +$211K | 0.08% | 218 |
|