Guardian 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 | – | Sell |
-150
| Closed | -$4.99K | – | 197 |
|
|
2025
Q1 | $4.99K | Sell |
150
-1
| -0.7% | -$33 | ﹤0.01% | 183 |
|
|
2024
Q4 | $4.26K | Hold |
151
| – | – | ﹤0.01% | 192 |
|
|
2024
Q3 | $3.78K | Hold |
151
| – | – | ﹤0.01% | 199 |
|
|
2024
Q2 | $3.45K | Hold |
151
| – | – | ﹤0.01% | 196 |
|
|
2024
Q1 | $3.7K | Hold |
151
| – | – | ﹤0.01% | 192 |
|
|
2023
Q4 | $3.71K | Buy |
+151
| New | +$3.71K | ﹤0.01% | 201 |
|