Greenleaf Trust’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $220K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $269K | Buy |
|
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|
2023
Q4 | $204K | Sell |
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|
2023
Q3 | $236K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $507K | Sell |
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|
2022
Q4 | $544K | Sell |
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|
2022
Q3 | $501K | Buy |
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|
2022
Q2 | $536K | Buy |
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|
2022
Q1 | $426K | Buy |
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|
2021
Q4 | $440K | Sell |
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|
2021
Q3 | $421K | Buy |
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|
2021
Q2 | $444K | Buy |
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|
2021
Q1 | $392K | Buy |
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|
2020
Q4 | $332K | Sell |
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|
2020
Q3 | $314K | Buy |
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|
2020
Q2 | $287K | Buy |
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