Horizon Investment 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 | $301K | Buy |
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|
2025
Q1 | $266K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $618K | Buy |
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|
2021
Q3 | $565K | Buy |
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|
2021
Q2 | $581K | Buy |
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|
2021
Q1 | $403K | Buy |
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|
2020
Q4 | $319K | Buy |
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|
2020
Q3 | $277K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $616K | Sell |
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|
2019
Q1 | $3.61M | Sell |
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|
2018
Q4 | $3.71M | Buy |
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|
2018
Q3 | $3.35M | Buy |
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|
2018
Q2 | $984K | Sell |
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|
2018
Q1 | $857K | Sell |
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|
2017
Q4 | $939K | Sell |
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|
2017
Q3 | $965K | Buy |
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|
2017
Q2 | $972K | Buy |
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|
2017
Q1 | $928K | Buy |
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|
2016
Q4 | $859K | Sell |
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|
2016
Q3 | $844K | Buy |
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|
2016
Q2 | $771K | Buy |
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|
2016
Q1 | $664K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $333K | Sell |
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|
2014
Q4 | $927K | Sell |
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|
2014
Q3 | $3.73M | Buy |
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|
2014
Q2 | $3.64M | Buy |
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|
2014
Q1 | $3.08M | Buy |
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|
2013
Q4 | $322K | Buy |
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|
2013
Q3 | $287K | Buy |
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|
2013
Q2 | $233K | Buy |
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