Gries Financial’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-47,113
| Closed | -$1.27M | – | 185 |
|
|
2023
Q2 | $1.27M | Buy |
47,113
+306
| +0.7% | +$8.25K | 0.35% | 77 |
|
|
2023
Q1 | $1.63M | Sell |
46,807
-4,029
| -8% | -$140K | 0.48% | 61 |
|
|
2022
Q4 | $1.88M | Buy |
50,836
+16,649
| +49% | +$617K | 0.63% | 58 |
|
|
2022
Q3 | $1.11M | Sell |
34,187
-16,638
| -33% | -$538K | 0.47% | 71 |
|
|
2022
Q2 | $1.96M | Buy |
50,825
+17,338
| +52% | +$669K | 0.93% | 31 |
|
|
2022
Q1 | $1.21M | Buy |
33,487
+11,191
| +50% | +$405K | 0.45% | 68 |
|
|
2021
Q4 | $1.02M | Sell |
22,296
-23,983
| -52% | -$1.1M | 0.42% | 65 |
|
|
2021
Q3 | $1.97M | Sell |
46,279
-80
| -0.2% | -$3.41K | 0.62% | 47 |
|
|
2021
Q2 | $2.14M | Sell |
46,359
-351
| -0.8% | -$16.2K | 0.69% | 36 |
|
|
2021
Q1 | $2.14M | Buy |
+46,710
| New | +$2.14M | 0.68% | 44 |
|