Kessler Investment Group’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 |
-91
| Closed | -$3.01K | – | 218 |
|
|
2025
Q1 | $3.01K | Hold |
91
| – | – | ﹤0.01% | 172 |
|
|
2024
Q4 | $2.57K | Sell |
91
-221
| -71% | -$6.24K | ﹤0.01% | 146 |
|
|
2024
Q3 | $7.81K | Sell |
312
-550
| -64% | -$13.8K | ﹤0.01% | 128 |
|
|
2024
Q2 | $19.7K | Hold |
862
| – | – | 0.01% | 108 |
|
|
2024
Q1 | $21.2K | Buy |
+862
| New | +$21.2K | 0.01% | 107 |
|