JFS Wealth Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Buy |
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|
2025
Q1 | $195K | Hold |
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|
2024
Q4 | $166K | Buy |
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|
2024
Q3 | $147K | Buy |
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|
2024
Q2 | $134K | Buy |
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|
2024
Q1 | $143K | Hold |
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|
2023
Q4 | $143K | Sell |
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|
2023
Q3 | $135K | Buy |
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|
2023
Q2 | $158K | Sell |
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|
2023
Q1 | $204K | Sell |
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|
2022
Q4 | $218K | Sell |
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|
2022
Q3 | $191K | Sell |
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|
2022
Q2 | $229K | Buy |
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|
2022
Q1 | $210K | Buy |
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|
2021
Q4 | $266K | Buy |
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|
2021
Q3 | $237K | Buy |
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|
2021
Q2 | $18K | Hold |
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|
2021
Q1 | $16K | Hold |
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|
2020
Q4 | $13K | Hold |
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|
2020
Q3 | $13K | Hold |
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|
2020
Q2 | $12K | Hold |
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|
2020
Q1 | $10K | Hold |
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|
2019
Q4 | $17K | Hold |
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|
2019
Q3 | $19K | Buy |
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