JFS Wealth Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Buy |
5,903
+21
| +0.4% | +$765 | 0.01% | 292 |
|
|
2025
Q1 | $195K | Hold |
5,882
| – | – | 0.01% | 307 |
|
|
2024
Q4 | $166K | Buy |
5,882
+5
| +0.1% | +$141 | 0.01% | 309 |
|
|
2024
Q3 | $147K | Buy |
5,877
+18
| +0.3% | +$450 | 0.01% | 324 |
|
|
2024
Q2 | $134K | Buy |
5,859
+28
| +0.5% | +$641 | 0.01% | 277 |
|
|
2024
Q1 | $143K | Hold |
5,831
| – | – | 0.01% | 275 |
|
|
2023
Q4 | $143K | Sell |
5,831
-40
| -0.7% | -$984 | 0.01% | 260 |
|
|
2023
Q3 | $135K | Buy |
5,871
+11
| +0.2% | +$253 | 0.01% | 255 |
|
|
2023
Q2 | $158K | Sell |
5,860
-7
| -0.1% | -$189 | 0.01% | 239 |
|
|
2023
Q1 | $204K | Sell |
5,867
-21
| -0.4% | -$730 | 0.02% | 215 |
|
|
2022
Q4 | $218K | Sell |
5,888
-9
| -0.2% | -$334 | 0.02% | 208 |
|
|
2022
Q3 | $191K | Sell |
5,897
-29
| -0.5% | -$939 | 0.02% | 216 |
|
|
2022
Q2 | $229K | Buy |
5,926
+118
| +2% | +$4.56K | 0.02% | 198 |
|
|
2022
Q1 | $210K | Buy |
5,808
+7
| +0.1% | +$253 | 0.02% | 223 |
|
|
2021
Q4 | $266K | Buy |
5,801
+230
| +4% | +$10.5K | 0.03% | 204 |
|
|
2021
Q3 | $237K | Buy |
5,571
+5,189
| +1,358% | +$221K | 0.02% | 203 |
|
|
2021
Q2 | $18K | Hold |
382
| – | – | ﹤0.01% | 382 |
|
|
2021
Q1 | $16K | Hold |
382
| – | – | ﹤0.01% | 369 |
|
|
2020
Q4 | $13K | Hold |
382
| – | – | ﹤0.01% | 393 |
|
|
2020
Q3 | $13K | Hold |
382
| – | – | ﹤0.01% | 372 |
|
|
2020
Q2 | $12K | Hold |
382
| – | – | ﹤0.01% | 373 |
|
|
2020
Q1 | $10K | Hold |
382
| – | – | ﹤0.01% | 353 |
|
|
2019
Q4 | $17K | Hold |
382
| – | – | ﹤0.01% | 325 |
|
|
2019
Q3 | $19K | Buy |
+382
| New | +$19K | ﹤0.01% | 308 |
|