Key Financial Inc’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $268 | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $22K | Sell |
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|
2022
Q4 | $35K | Hold |
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|
2022
Q3 | $35K | Hold |
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|
2022
Q2 | $43K | Hold |
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|
2022
Q1 | $39K | Hold |
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|
2021
Q4 | $50K | Sell |
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|
2021
Q3 | $204K | Hold |
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|
2021
Q2 | $220K | Hold |
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|
2021
Q1 | $196K | Hold |
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|
2020
Q4 | $167K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $129K | Sell |
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|
2019
Q4 | $271K | Buy |
|