InceptionR’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-25,313
| Closed | -$715K | – | 848 |
|
|
2024
Q4 | $715K | Buy |
+25,313
| New | +$715K | 0.16% | 247 |
|
|
2024
Q2 | – | Sell |
-21,861
| Closed | -$536K | – | 862 |
|
|
2024
Q1 | $536K | Buy |
+21,861
| New | +$536K | 0.14% | 282 |
|
|
2023
Q4 | – | Sell |
-11,665
| Closed | -$268K | – | 532 |
|
|
2023
Q3 | $268K | Sell |
11,665
-12,361
| -51% | -$284K | 0.15% | 285 |
|
|
2023
Q2 | $648K | Sell |
24,026
-52,007
| -68% | -$1.4M | 0.35% | 90 |
|
|
2023
Q1 | $2.64M | Buy |
76,033
+68,186
| +869% | +$2.37M | 0.85% | 1 |
|
|
2022
Q4 | $291K | Buy |
+7,847
| New | +$291K | 0.15% | 285 |
|