Inspire Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $915K | Sell |
25,137
-71,211
| -74% | -$2.59M | 0.1% | 159 |
|
|
2025
Q1 | $3.19M | Buy |
96,348
+7,620
| +9% | +$252K | 0.37% | 30 |
|
|
2024
Q4 | $2.5M | Buy |
88,728
+10,203
| +13% | +$288K | 0.31% | 35 |
|
|
2024
Q3 | $1.96M | Buy |
78,525
+17,706
| +29% | +$443K | 0.24% | 52 |
|
|
2024
Q2 | $1.39M | Buy |
+60,819
| New | +$1.39M | 0.18% | 75 |
|