Janney Montgomery Scott’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 | $7.21M | Sell |
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|
2025
Q2 | $8.18M | Sell |
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|
2025
Q1 | $7.97M | Sell |
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|
2024
Q4 | $7.08M | Buy |
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|
2024
Q3 | $6.27M | Sell |
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|
2024
Q2 | $5.96M | Buy |
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|
2024
Q1 | $6.03M | Buy |
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|
2023
Q4 | $5.83M | Sell |
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|
2023
Q3 | $5.71M | Buy |
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|
2023
Q2 | $6.07M | Buy |
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|
2023
Q1 | $5.88M | Buy |
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|
2022
Q4 | $6.06M | Buy |
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|
2022
Q3 | $4.88M | Buy |
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|
2022
Q2 | $5.9M | Sell |
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|
2022
Q1 | $5.43M | Sell |
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|
2021
Q4 | $7.02M | Buy |
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|
2021
Q3 | $6.4M | Buy |
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|
2021
Q2 | $5.45M | Buy |
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|
2021
Q1 | $4.56M | Sell |
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|
2020
Q4 | $3.98M | Sell |
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|
2020
Q3 | $4.09M | Buy |
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|
2020
Q2 | $3.63M | Buy |
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|
2020
Q1 | $2.16M | Buy |
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|
2019
Q4 | $3.14M | Sell |
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|
2019
Q3 | $5.86M | Buy |
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|
2019
Q2 | $5.59M | Buy |
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|
2019
Q1 | $4.88M | Sell |
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|
2018
Q4 | $4.72M | Buy |
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|
2018
Q3 | $4.88M | Buy |
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|
2018
Q2 | $4.56M | Sell |
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|
2018
Q1 | $3.99M | Buy |
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|
2017
Q4 | $3.98M | Buy |
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|
2017
Q3 | $3.5M | Buy |
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|
2017
Q2 | $3.42M | Sell |
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|
2017
Q1 | $3.58M | Buy |
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|
2016
Q4 | $3.21M | Sell |
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|
2016
Q3 | $3.17M | Sell |
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|
2016
Q2 | $6.14M | Buy |
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|
2016
Q1 | $2.81M | Buy |
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|
2015
Q4 | $2.33M | Buy |
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|
2015
Q3 | $2.28M | Sell |
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|
2015
Q2 | $2.26M | Sell |
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|
2015
Q1 | $2.3M | Sell |
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|
2014
Q4 | $3.03M | Sell |
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|
2014
Q3 | $4.3M | Buy |
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|
2014
Q2 | $2.42M | Sell |
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|
2014
Q1 | $4.17M | Buy |
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|
2013
Q4 | $3.67M | Buy |
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|
2013
Q3 | $3.42M | Buy |
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|
2013
Q2 | $742K | Buy |
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