Hourglass Capital’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.25M | Hold |
89,110
| – | – | 0.8% | 54 |
|
|
2025
Q1 | $2.95M | Buy |
89,110
+6,590
| +8% | +$218K | 0.77% | 55 |
|
|
2024
Q4 | $2.33M | Buy |
82,520
+470
| +0.6% | +$13.3K | 0.64% | 57 |
|
|
2024
Q3 | $2.05M | Buy |
82,050
+2,160
| +3% | +$54K | 0.57% | 54 |
|
|
2024
Q2 | $1.83M | Buy |
79,890
+16,360
| +26% | +$375K | 0.54% | 56 |
|
|
2024
Q1 | $1.56M | Hold |
63,530
| – | – | 0.47% | 59 |
|
|
2023
Q4 | $1.56M | Hold |
63,530
| – | – | 0.5% | 57 |
|
|
2023
Q3 | $1.46M | Buy |
+63,530
| New | +$1.46M | 0.52% | 57 |
|