Investors Research Corp’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $984K | Hold |
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|
2025
Q2 | $1.08M | Hold |
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|
2025
Q1 | $978K | Sell |
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|
2024
Q4 | $836K | Sell |
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|
2024
Q3 | $746K | Buy |
|
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|
2024
Q2 | $680K | Hold |
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|
2024
Q1 | $729K | Buy |
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|
2023
Q4 | $647K | Sell |
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|
2023
Q3 | $715K | Sell |
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|
2023
Q2 | $852K | Sell |
|
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|
2023
Q1 | $1.1M | Sell |
|
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|
2022
Q4 | $1.19M | Sell |
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|
2022
Q3 | $1.05M | Hold |
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|
2022
Q2 | $1.25M | Sell |
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|
2022
Q1 | $1.18M | Sell |
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|
2021
Q4 | $1.52M | Hold |
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|
2021
Q3 | $1.41M | Hold |
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|
2021
Q2 | $1.53M | Hold |
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|
2021
Q1 | $1.36M | Sell |
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|
2020
Q4 | $1.19M | Sell |
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|
2020
Q3 | $1.13M | Sell |
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|
2020
Q2 | $1.09M | Buy |
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|
2020
Q1 | $395K | Buy |
|