Hantz Financial Services’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 | $78K | Buy |
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|
2025
Q1 | $51K | Buy |
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|
2024
Q4 | $39K | Sell |
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|
2024
Q3 | $35K | Hold |
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|
2024
Q2 | $32K | Hold |
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|
2024
Q1 | $35K | Hold |
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|
2023
Q4 | $35K | Sell |
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|
2023
Q3 | $33K | Sell |
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|
2023
Q2 | $40K | Sell |
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|
2023
Q1 | $51K | Hold |
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|
2022
Q4 | $55K | Sell |
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|
2022
Q3 | $69K | Sell |
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|
2022
Q2 | $83K | Sell |
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|
2022
Q1 | $2.68M | Sell |
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|
2021
Q4 | $5.74M | Buy |
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|
2021
Q3 | $4.83M | Buy |
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|
2021
Q2 | $4.43M | Buy |
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|
2021
Q1 | $1.66M | Buy |
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|
2020
Q4 | $1.39M | Sell |
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|
2020
Q3 | $1.35M | Buy |
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