Jeppson Wealth Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Hold |
6,862
| – | – | 0.09% | 187 |
|
|
2025
Q1 | $227K | Buy |
+6,862
| New | +$227K | 0.08% | 182 |
|
|
2023
Q3 | – | Sell |
-8,825
| Closed | -$238K | – | 200 |
|
|
2023
Q2 | $238K | Sell |
8,825
-11,161
| -56% | -$301K | 0.1% | 166 |
|
|
2023
Q1 | $695K | Buy |
19,986
+956
| +5% | +$33.2K | 0.3% | 84 |
|
|
2022
Q4 | $705K | Buy |
19,030
+10,949
| +135% | +$406K | 0.3% | 75 |
|
|
2022
Q3 | $261K | Buy |
8,081
+1,156
| +17% | +$37.3K | 0.12% | 155 |
|
|
2022
Q2 | $267K | Buy |
+6,925
| New | +$267K | 0.11% | 150 |
|
|
2020
Q4 | – | Sell |
-565
| Closed | -$19K | – | 427 |
|
|
2020
Q3 | $19K | Buy |
+565
| New | +$19K | 0.01% | 340 |
|