Inspire Investing’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
+32,406
| New | +$1.18M | 0.13% | 180 |
|
|
2024
Q4 | – | Sell |
-47,543
| Closed | -$1.19M | – | 861 |
|
|
2024
Q3 | $1.19M | Buy |
+47,543
| New | +$1.19M | 0.12% | 180 |
|
|
2022
Q3 | – | Sell |
-5,482
| Closed | -$212K | – | 841 |
|
|
2022
Q2 | $212K | Sell |
5,482
-28,481
| -84% | -$1.1M | 0.03% | 595 |
|
|
2022
Q1 | $1.23M | Sell |
33,963
-133
| -0.4% | -$4.82K | 0.14% | 139 |
|
|
2021
Q4 | $1.57M | Sell |
34,096
-1,804
| -5% | -$82.8K | 0.18% | 125 |
|
|
2021
Q3 | $1.53M | Buy |
35,900
+16,862
| +89% | +$719K | 0.19% | 130 |
|
|
2021
Q2 | $882K | Buy |
+19,038
| New | +$882K | 0.12% | 202 |
|
|
2020
Q2 | – | Sell |
-1
| Closed | – | – | 727 |
|
|
2020
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 810 |
|
|
2018
Q1 | – | Sell |
-1,104
| Closed | -$52K | – | 675 |
|
|
2017
Q4 | $52K | Buy |
+1,104
| New | +$52K | 0.04% | 728 |
|