Johnson Financial Group Inc (Wisconsin)’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-215
| Closed | -$7.19K | – | 909 |
|
|
2025
Q1 | $7.19K | Hold |
215
| – | – | ﹤0.01% | 785 |
|
|
2024
Q4 | $6.61K | Hold |
215
| – | – | ﹤0.01% | 695 |
|
|
2024
Q3 | $5.46K | Hold |
215
| – | – | ﹤0.01% | 771 |
|
|
2024
Q2 | $5.01K | Hold |
215
| – | – | ﹤0.01% | 614 |
|
|
2024
Q1 | $5.36K | Hold |
215
| – | – | ﹤0.01% | 591 |
|
|
2023
Q4 | $5.37K | Hold |
215
| – | – | ﹤0.01% | 714 |
|
|
2023
Q3 | $5.03K | Sell |
215
-36
| -14% | -$842 | ﹤0.01% | 564 |
|
|
2023
Q2 | $6.86K | Sell |
251
-13,126
| -98% | -$359K | ﹤0.01% | 561 |
|
|
2023
Q1 | $465K | Buy |
13,377
+3,598
| +37% | +$125K | 0.03% | 192 |
|
|
2022
Q4 | $363K | Sell |
9,779
-1,722
| -15% | -$63.8K | 0.03% | 194 |
|
|
2022
Q3 | $406K | Buy |
11,501
+4,732
| +70% | +$167K | 0.04% | 179 |
|
|
2022
Q2 | $261K | Sell |
6,769
-50
| -0.7% | -$1.93K | 0.02% | 217 |
|
|
2022
Q1 | $247K | Buy |
6,819
+207
| +3% | +$7.5K | 0.02% | 247 |
|
|
2021
Q4 | $304K | Buy |
6,612
+1,190
| +22% | +$54.7K | 0.02% | 234 |
|
|
2021
Q3 | $231K | Buy |
+5,422
| New | +$231K | 0.02% | 249 |
|