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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $389K | Sell |
10,670
-1,843
| -15% | -$69.3K | 0.01% | 1067 |
|
|
2025
Q4 | $468K | Buy |
12,513
+380
| +3% | +$13.5K | 0.01% | 962 |
|
|
2025
Q3 | $404K | Buy |
12,133
+7,027
| +138% | +$246K | 0.01% | 946 |
|
|
2025
Q2 | $288K | Buy |
5,106
+4,734
| +1,273% | +$163K | 0.01% | 1086 |
|
|
2025
Q1 | $12.3K | Sell |
372
-1,591
| -81% | -$50.4K | ﹤0.01% | 2507 |
|
|
2024
Q4 | $55.4K | Sell |
1,963
-2,698
| -58% | -$70K | ﹤0.01% | 1784 |
|
|
2024
Q3 | $117K | Sell |
4,661
-11,512
| -71% | -$277K | ﹤0.01% | 1334 |
|
|
2024
Q2 | $370K | Buy |
16,173
+13,921
| +618% | +$337K | 0.01% | 758 |
|
|
2024
Q1 | $55.3K | Sell |
2,252
-240
| -10% | -$5.76K | ﹤0.01% | 1551 |
|
|
2023
Q4 | $61.3K | Sell |
2,492
-171
| -6% | -$3.77K | ﹤0.01% | 1462 |
|
|
2023
Q3 | $61.2K | Sell |
2,663
-613
| -19% | -$15.2K | ﹤0.01% | 1471 |
|
|
2023
Q2 | $88.4K | Sell |
3,276
-103
| -3% | -$3.13K | ﹤0.01% | 1359 |
|
|
2023
Q1 | $156K | Sell |
3,379
-1,309
| -28% | -$49.6K | 0.01% | 1051 |
|
|
2022
Q4 | $224K | Sell |
4,688
-2,238
| -32% | -$80.9K | 0.01% | 1296 |
|
|
2022
Q3 | $346K | Buy |
6,926
+948
| +16% | +$37.4K | 0.01% | 1116 |
|
|
2022
Q2 | $285K | Hold |
5,978
| – | – | 0.01% | 1102 |
|
|
2022
Q1 | $285K | Buy |
5,978
+3,988
| +200% | +$160K | 0.01% | 1102 |
|
|
2021
Q4 | $93K | Sell |
1,990
-1,348
| -40% | -$59.9K | ﹤0.01% | 1295 |
|
|
2021
Q3 | $142K | Sell |
3,338
-62
| -2% | -$2.83K | ﹤0.01% | 1126 |
|
|
2021
Q2 | $159K | Buy |
3,400
+1,589
| +88% | +$71.5K | ﹤0.01% | 1023 |
|
|
2021
Q1 | $75K | Sell |
1,811
-137
| -7% | -$5.29K | ﹤0.01% | 1295 |
|
|
2020
Q4 | $69K | Buy |
1,948
+314
| +19% | +$11K | ﹤0.01% | 1311 |
|
|
2020
Q3 | $55K | Sell |
1,634
-173
| -10% | -$5.74K | ﹤0.01% | 1249 |
|
|
2020
Q2 | $57K | Sell |
1,807
-1,222
| -40% | -$37.1K | ﹤0.01% | 1166 |
|
|
2020
Q1 | $77K | Buy |
3,029
+82
| +3% | +$3.11K | 0.01% | 948 |
|
|
2019
Q4 | $132K | Buy |
2,947
+1,174
| +66% | +$53.8K | 0.01% | 808 |
|
|
2019
Q3 | $90K | Buy |
+1,773
| New | +$88.6K | 0.01% | 1110 |
|
|
2019
Q1 | $45K | Sell |
801
-165
| -17% | -$9.03K | 0.01% | 1010 |
|
|
2018
Q4 | $51K | Sell |
966
-507
| -34% | -$28.2K | ﹤0.01% | 1611 |
|
|
2018
Q3 | $82K | Sell |
1,473
-4,179
| -74% | -$225K | ﹤0.01% | 1603 |
|
|
2018
Q2 | $294K | Sell |
5,652
-117
| -2% | -$5.67K | 0.01% | 890 |
|
|
2018
Q1 | $271K | Hold |
5,769
| – | – | 0.01% | 864 |
|
|
2017
Q4 | $271K | Buy |
5,769
+67
| +1% | +$3.2K | 0.01% | 866 |
|
|
2017
Q3 | $267K | Buy |
5,702
+133
| +2% | +$6.49K | 0.01% | 977 |
|
|
2017
Q2 | $270K | Hold |
5,569
| – | – | 0.01% | 961 |
|
|
2017
Q1 | $275K | Buy |
5,569
+523
| +10% | +$24.9K | 0.01% | 947 |
|
|
2016
Q4 | $233K | Buy |
5,046
+3,633
| +257% | +$163K | 0.01% | 978 |
|
|
2016
Q3 | $64K | Buy |
1,413
+8
| +0.6% | +$365 | ﹤0.01% | 1662 |
|
|
2016
Q2 | $64K | Buy |
1,405
+604
| +75% | +$25.5K | ﹤0.01% | 1621 |
|
|
2016
Q1 | $45K | Buy |
801
+86
| +12% | +$3.12K | 0.01% | 1010 |
|
|
2015
Q4 | $24K | Buy |
+715
| New | +$24.8K | ﹤0.01% | 2064 |
|
Other funds holding UGI
VPM
VCM
SCM
