Kistler-Tiffany Companies’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $60.7K | Buy |
2,251
+13
| +0.6% | +$351 | 0.01% | 470 |
|
|
2023
Q1 | $77.8K | Buy |
2,238
+9
| +0.4% | +$313 | 0.01% | 385 |
|
|
2022
Q4 | $82.6K | Buy |
2,229
+9
| +0.4% | +$334 | 0.02% | 368 |
|
|
2022
Q3 | $72K | Buy |
2,220
+9
| +0.4% | +$292 | 0.02% | 325 |
|
|
2022
Q2 | $85K | Buy |
2,211
+8
| +0.4% | +$308 | 0.02% | 307 |
|
|
2022
Q1 | $80K | Buy |
2,203
+8
| +0.4% | +$291 | 0.02% | 331 |
|
|
2021
Q4 | $101K | Buy |
2,195
+6
| +0.3% | +$276 | 0.02% | 285 |
|
|
2021
Q3 | $93K | Buy |
2,189
+7
| +0.3% | +$297 | 0.02% | 284 |
|
|
2021
Q2 | $101K | Buy |
2,182
+6
| +0.3% | +$278 | 0.02% | 276 |
|
|
2021
Q1 | $89K | Buy |
2,176
+7
| +0.3% | +$286 | 0.02% | 258 |
|
|
2020
Q4 | $76K | Sell |
2,169
-271
| -11% | -$9.5K | 0.02% | 253 |
|
|
2020
Q3 | $80K | Sell |
2,440
-273
| -10% | -$8.95K | 0.03% | 233 |
|
|
2020
Q2 | $86K | Sell |
2,713
-585
| -18% | -$18.5K | 0.03% | 211 |
|
|
2020
Q1 | $149K | Hold |
3,298
| – | – | 0.05% | 159 |
|
|
2019
Q4 | $149K | Sell |
3,298
-165
| -5% | -$7.46K | 0.05% | 163 |
|
|
2019
Q3 | $174K | Buy |
3,463
+454
| +15% | +$22.8K | 0.07% | 145 |
|
|
2019
Q2 | $161K | Buy |
3,009
+3
| +0.1% | +$161 | 0.06% | 146 |
|
|
2019
Q1 | $167K | Buy |
3,006
+4
| +0.1% | +$222 | 0.07% | 137 |
|
|
2018
Q4 | $160K | Buy |
3,002
+4
| +0.1% | +$213 | 0.07% | 133 |
|
|
2018
Q3 | $166K | Buy |
2,998
+4
| +0.1% | +$221 | 0.07% | 137 |
|
|
2018
Q2 | $156K | Sell |
2,994
-1,234
| -29% | -$64.3K | 0.07% | 145 |
|
|
2018
Q1 | $188K | Buy |
4,228
+4
| +0.1% | +$178 | 0.08% | 135 |
|
|
2017
Q4 | $198K | Buy |
4,224
+1,242
| +42% | +$58.2K | 0.08% | 143 |
|
|
2017
Q3 | $140K | Buy |
2,982
+753
| +34% | +$35.4K | 0.06% | 171 |
|
|
2017
Q2 | $108K | Hold |
2,229
| – | – | 0.05% | 184 |
|
|
2017
Q1 | $110K | Hold |
2,229
| – | – | 0.05% | 178 |
|
|
2016
Q4 | $103K | Hold |
2,229
| – | – | 0.05% | 185 |
|
|
2016
Q3 | $101K | Hold |
2,229
| – | – | 0.05% | 190 |
|
|
2016
Q2 | $101K | Buy |
2,229
+600
| +37% | +$27.2K | 0.05% | 182 |
|
|
2016
Q1 | $66K | Hold |
1,629
| – | – | 0.04% | 217 |
|
|
2015
Q4 | $55K | Hold |
1,629
| – | – | 0.03% | 241 |
|
|
2015
Q3 | $57K | Hold |
1,629
| – | – | 0.03% | 241 |
|
|
2015
Q2 | $56K | Hold |
1,629
| – | – | 0.03% | 243 |
|
|
2015
Q1 | $53K | Hold |
1,629
| – | – | 0.03% | 229 |
|
|
2014
Q4 | $62K | Hold |
1,629
| – | – | 0.04% | 215 |
|
|
2014
Q3 | $56K | Hold |
1,629
| – | – | 0.04% | 229 |
|
|
2014
Q2 | $55K | Hold |
1,629
| – | – | 0.04% | 224 |
|
|
2014
Q1 | $50K | Hold |
1,629
| – | – | 0.04% | 227 |
|
|
2013
Q4 | $45K | Hold |
1,629
| – | – | 0.03% | 242 |
|
|
2013
Q3 | $42K | Hold |
1,629
| – | – | 0.03% | 249 |
|
|
2013
Q2 | $42K | Buy |
+1,629
| New | +$42K | 0.04% | 236 |
|