Investors Research Corp’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Hold |
29,575
| – | – | 0.21% | 100 |
|
|
2025
Q1 | $978K | Sell |
29,575
-50
| -0.2% | -$1.65K | 0.21% | 108 |
|
|
2024
Q4 | $836K | Sell |
29,625
-175
| -0.6% | -$4.94K | 0.18% | 121 |
|
|
2024
Q3 | $746K | Buy |
29,800
+100
| +0.3% | +$2.5K | 0.16% | 154 |
|
|
2024
Q2 | $680K | Hold |
29,700
| – | – | 0.16% | 164 |
|
|
2024
Q1 | $729K | Buy |
29,700
+3,400
| +13% | +$83.4K | 0.17% | 155 |
|
|
2023
Q4 | $647K | Sell |
26,300
-4,800
| -15% | -$118K | 0.16% | 166 |
|
|
2023
Q3 | $715K | Sell |
31,100
-475
| -2% | -$10.9K | 0.19% | 147 |
|
|
2023
Q2 | $852K | Sell |
31,575
-175
| -0.6% | -$4.72K | 0.21% | 127 |
|
|
2023
Q1 | $1.1M | Sell |
31,750
-400
| -1% | -$13.9K | 0.29% | 90 |
|
|
2022
Q4 | $1.19M | Sell |
32,150
-350
| -1% | -$13K | 0.32% | 73 |
|
|
2022
Q3 | $1.05M | Hold |
32,500
| – | – | 0.32% | 70 |
|
|
2022
Q2 | $1.26M | Sell |
32,500
-200
| -0.6% | -$7.72K | 0.38% | 54 |
|
|
2022
Q1 | $1.18M | Sell |
32,700
-425
| -1% | -$15.4K | 0.33% | 78 |
|
|
2021
Q4 | $1.52M | Hold |
33,125
| – | – | 0.46% | 53 |
|
|
2021
Q3 | $1.41M | Hold |
33,125
| – | – | 0.48% | 54 |
|
|
2021
Q2 | $1.53M | Hold |
33,125
| – | – | 0.53% | 49 |
|
|
2021
Q1 | $1.36M | Sell |
33,125
-775
| -2% | -$31.8K | 0.51% | 43 |
|
|
2020
Q4 | $1.19M | Sell |
33,900
-250
| -0.7% | -$8.74K | 0.47% | 43 |
|
|
2020
Q3 | $1.13M | Sell |
34,150
-250
| -0.7% | -$8.24K | 0.55% | 30 |
|
|
2020
Q2 | $1.09M | Buy |
34,400
+19,575
| +132% | +$623K | 0.55% | 31 |
|
|
2020
Q1 | $395K | Buy |
+14,825
| New | +$395K | 0.25% | 147 |
|