Kimelman & Baird’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.2K | Hold |
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|
2025
Q1 | $34.7K | Hold |
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|
2024
Q4 | $29.6K | Hold |
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|
2024
Q3 | $26.3K | Hold |
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|
2024
Q2 | $24K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $293K | Hold |
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|
2014
Q4 | $342K | Hold |
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|
2014
Q3 | $307K | Hold |
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|
2014
Q2 | $303K | Hold |
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|
2014
Q1 | $274K | Hold |
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|
2013
Q4 | $249K | Hold |
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|
2013
Q3 | $235K | Hold |
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|
2013
Q2 | $235K | Buy |
|