Impact Partnership Wealth’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Sell |
5,504
-2,489
| -31% | -$90.6K | 0.04% | 276 |
|
|
2025
Q1 | $264K | Sell |
7,993
-2,866
| -26% | -$94.8K | 0.06% | 189 |
|
|
2024
Q4 | $307K | Sell |
10,859
-13
| -0.1% | -$367 | 0.06% | 199 |
|
|
2024
Q3 | $272K | Buy |
+10,872
| New | +$272K | 0.06% | 186 |
|
|
2024
Q2 | – | Sell |
-8,055
| Closed | -$198K | – | 660 |
|
|
2024
Q1 | $198K | Buy |
+8,055
| New | +$198K | 0.08% | 176 |
|