IFP Advisors’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 | $288K | Buy |
|
|||||
|
2025
Q1 | $12.3K | Sell |
|
|||||
|
2024
Q4 | $55.4K | Sell |
|
|||||
|
2024
Q3 | $117K | Sell |
|
|||||
|
2024
Q2 | $370K | Buy |
|
|||||
|
2024
Q1 | $55.3K | Sell |
|
|||||
|
2023
Q4 | $61.3K | Sell |
|
|||||
|
2023
Q3 | $61.2K | Sell |
|
|||||
|
2023
Q2 | $88.4K | Sell |
|
|||||
|
2023
Q1 | $156K | Sell |
|
|||||
|
2022
Q4 | $224K | Sell |
|
|||||
|
2022
Q3 | $346K | Buy |
|
|||||
|
2022
Q2 | $285K | Hold |
|
|||||
|
2022
Q1 | $285K | Buy |
|
|||||
|
2021
Q4 | $93K | Sell |
|
|||||
|
2021
Q3 | $142K | Sell |
|
|||||
|
2021
Q2 | $159K | Buy |
|
|||||
|
2021
Q1 | $75K | Sell |
|
|||||
|
2020
Q4 | $69K | Buy |
|
|||||
|
2020
Q3 | $55K | Sell |
|
|||||
|
2020
Q2 | $57K | Sell |
|
|||||
|
2020
Q1 | $77K | Buy |
|
|||||
|
2019
Q4 | $132K | Buy |
|
|||||
|
2019
Q3 | $90K | Buy |
|
|||||
|
2019
Q1 | $45K | Sell |
|
|||||
|
2018
Q4 | $51K | Sell |
|
|||||
|
2018
Q3 | $82K | Sell |
|
|||||
|
2018
Q2 | $294K | Sell |
|
|||||
|
2018
Q1 | $271K | Hold |
|
|||||
|
2017
Q4 | $271K | Buy |
|
|||||
|
2017
Q3 | $267K | Buy |
|
|||||
|
2017
Q2 | $270K | Hold |
|
|||||
|
2017
Q1 | $275K | Buy |
|
|||||
|
2016
Q4 | $233K | Buy |
|
|||||
|
2016
Q3 | $64K | Buy |
|
|||||
|
2016
Q2 | $64K | Buy |
|
|||||
|
2016
Q1 | $45K | Buy |
|
|||||
|
2015
Q4 | $24K | Buy |
|