Kingsview Wealth Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-26,215
| Closed | -$740K | – | 1185 |
|
|
2024
Q4 | $740K | Buy |
+26,215
| New | +$740K | 0.01% | 631 |
|
|
2024
Q3 | – | Sell |
-28,874
| Closed | -$661K | – | 1155 |
|
|
2024
Q2 | $661K | Buy |
+28,874
| New | +$661K | 0.02% | 609 |
|
|
2023
Q4 | – | Sell |
-109,426
| Closed | -$2.52M | – | 1025 |
|
|
2023
Q3 | $2.52M | Buy |
+109,426
| New | +$2.52M | 0.09% | 233 |
|
|
2020
Q3 | – | Sell |
-10,049
| Closed | -$320K | – | 650 |
|
|
2020
Q2 | $320K | Buy |
+10,049
| New | +$320K | 0.03% | 425 |
|