Harbour Investments’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.43K | Buy |
259
+120
| +86% | +$4.37K | ﹤0.01% | 2606 |
|
|
2025
Q1 | $4.6K | Hold |
139
| – | – | ﹤0.01% | 2849 |
|
|
2024
Q4 | $3.92K | Hold |
139
| – | – | ﹤0.01% | 2822 |
|
|
2024
Q3 | $3.48K | Hold |
139
| – | – | ﹤0.01% | 2746 |
|
|
2024
Q2 | $3.18K | Hold |
139
| – | – | ﹤0.01% | 2675 |
|
|
2024
Q1 | $3.41K | Hold |
139
| – | – | ﹤0.01% | 2625 |
|
|
2023
Q4 | $3.42K | Buy |
139
+39
| +39% | +$959 | ﹤0.01% | 2540 |
|
|
2023
Q3 | $2.3K | Buy |
+100
| New | +$2.3K | ﹤0.01% | 2512 |
|
|
2023
Q1 | – | Sell |
-50
| Closed | -$1.85K | – | 3098 |
|
|
2022
Q4 | $1.85K | Sell |
50
-32
| -39% | -$1.19K | ﹤0.01% | 2535 |
|
|
2022
Q3 | $3K | Hold |
82
| – | – | ﹤0.01% | 2364 |
|
|
2022
Q2 | $3K | Buy |
+82
| New | +$3K | ﹤0.01% | 2364 |
|
|
2021
Q4 | $3K | Sell |
73
-1,550
| -96% | -$63.7K | ﹤0.01% | 2348 |
|
|
2021
Q3 | $69K | Buy |
1,623
+1
| +0.1% | +$43 | ﹤0.01% | 1575 |
|
|
2021
Q2 | $75K | Buy |
1,622
+77
| +5% | +$3.56K | ﹤0.01% | 1556 |
|
|
2021
Q1 | $63K | Buy |
+1,545
| New | +$63K | ﹤0.01% | 1547 |
|