Icon Advisers’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $529K | Hold |
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|
2023
Q2 | $620K | Sell |
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|
2023
Q1 | $3.06M | Sell |
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|
2022
Q4 | $4.67M | Buy |
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|
2022
Q3 | $3.48M | Sell |
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|
2022
Q2 | $5M | Buy |
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|
2022
Q1 | $1.72M | Buy |
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|
2021
Q4 | $1.71M | Hold |
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|
2021
Q3 | $1.59M | Buy |
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|
2021
Q2 | $1.31M | Buy |
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|
2021
Q1 | $660K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $12.1M | Buy |
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|
2013
Q4 | $9.44M | Buy |
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