IHT Wealth Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Sell |
5,612
-748
| -12% | -$27.2K | 0.01% | 1088 |
|
|
2025
Q1 | $210K | Buy |
+6,360
| New | +$210K | 0.01% | 1011 |
|
|
2024
Q4 | – | Sell |
-9,747
| Closed | -$242K | – | 1211 |
|
|
2024
Q3 | $242K | Buy |
+9,747
| New | +$242K | 0.01% | 1008 |
|
|
2018
Q2 | – | Sell |
-91
| Closed | -$4K | – | 1308 |
|
|
2018
Q1 | $4K | Hold |
91
| – | – | ﹤0.01% | 1398 |
|
|
2017
Q4 | $4K | Hold |
91
| – | – | ﹤0.01% | 1394 |
|
|
2017
Q3 | $4K | Hold |
91
| – | – | ﹤0.01% | 1132 |
|
|
2017
Q2 | $18 | Hold |
91
| – | – | 0.01% | 816 |
|
|
2017
Q1 | $5K | Hold |
91
| – | – | ﹤0.01% | 965 |
|
|
2016
Q4 | $4K | Buy |
+91
| New | +$4K | ﹤0.01% | 959 |
|