Haverford Trust Company’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 | $258K | Buy |
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|
2025
Q1 | $232K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $196K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $223K | Hold |
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|
2023
Q2 | $261K | Buy |
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|
2023
Q1 | $335K | Sell |
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|
2022
Q4 | $358K | Hold |
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|
2022
Q3 | $312K | Buy |
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|
2022
Q2 | $335K | Hold |
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|
2022
Q1 | $314K | Buy |
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|
2021
Q4 | $367K | Hold |
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|
2021
Q3 | $341K | Hold |
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|
2021
Q2 | $371K | Sell |
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|
2021
Q1 | $381K | Sell |
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|
2020
Q4 | $429K | Hold |
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|
2020
Q3 | $404K | Buy |
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|
2020
Q2 | $358K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $224K | Hold |
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|
2019
Q3 | $249K | Hold |
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|
2019
Q2 | $264K | Hold |
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|
2019
Q1 | $274K | Hold |
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|
2018
Q4 | $264K | Hold |
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|
2018
Q3 | $275K | Hold |
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|
2018
Q2 | $258K | Hold |
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|
2018
Q1 | $220K | Sell |
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|
2017
Q4 | $244K | Buy |
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|
2017
Q3 | $232K | Hold |
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|
2017
Q2 | $240K | Hold |
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|
2017
Q1 | $245K | Hold |
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|
2016
Q4 | $228K | Hold |
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|
2016
Q3 | $224K | Hold |
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|
2016
Q2 | $224K | Buy |
|