Longfellow Investment Management’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 | – | Sell |
|
|||||
|
2025
Q1 | $6.5M | Sell |
|
|||||
|
2024
Q4 | $11.2M | Sell |
|
|||||
|
2024
Q3 | $9.91M | Buy |
|
|||||
|
2024
Q2 | $9.07M | Buy |
|
|||||
|
2024
Q1 | $9.72M | Hold |
|
|||||
|
2023
Q4 | $9.74M | Buy |
|
|||||
|
2023
Q3 | $5.29M | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $49K | Hold |
|
|||||
|
2021
Q3 | $45K | Hold |
|
|||||
|
2021
Q2 | $49K | Sell |
|
|||||
|
2021
Q1 | $86K | Hold |
|
|||||
|
2020
Q4 | $74K | Buy |
|