IMA Advisory Services’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221 | Buy |
+6
| New | +$221 | ﹤0.01% | 470 |
|
|
2016
Q1 | – | Sell |
-15,440
| Closed | -$495K | – | 129 |
|
|
2015
Q4 | $495K | Buy |
15,440
+70
| +0.5% | +$2.24K | 0.3% | 74 |
|
|
2015
Q3 | $508K | Hold |
15,370
| – | – | 0.32% | 78 |
|
|
2015
Q2 | $529K | Sell |
15,370
-600
| -4% | -$20.7K | 0.25% | 86 |
|
|
2015
Q1 | $520K | Buy |
+15,970
| New | +$520K | 0.25% | 88 |
|