JPMorgan Chase & Co’s UGI Corporation UGIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-27,856
| Closed | -$1.62M | – | 6636 |
|
|
2024
Q1 | $1.62M | Sell |
27,856
-1,437
| -5% | -$83.5K | ﹤0.01% | 3284 |
|
|
2023
Q4 | $1.73M | Buy |
29,293
+14,893
| +103% | +$878K | ﹤0.01% | 3226 |
|
|
2023
Q3 | $823K | Buy |
14,400
+14,288
| +12,757% | +$816K | ﹤0.01% | 3497 |
|
|
2023
Q2 | $7.44K | Sell |
112
-5,000
| -98% | -$332K | ﹤0.01% | 5215 |
|
|
2023
Q1 | $407K | Sell |
5,112
-34,888
| -87% | -$2.78M | ﹤0.01% | 3940 |
|
|
2022
Q4 | $3.46M | Buy |
40,000
+15,000
| +60% | +$1.3M | ﹤0.01% | 2620 |
|
|
2022
Q3 | $1.99M | Buy |
25,000
+23,500
| +1,567% | +$1.87M | ﹤0.01% | 2903 |
|
|
2022
Q2 | $137K | Buy |
+1,500
| New | +$137K | ﹤0.01% | 4498 |
|
|
2021
Q3 | – | Sell |
-2,250
| Closed | -$240K | – | 5822 |
|
|
2021
Q2 | $240K | Buy |
+2,250
| New | +$240K | ﹤0.01% | 4408 |
|