Mackenzie Financial’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 | $1.88M | Buy |
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|
2025
Q1 | $1.2M | Sell |
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|
2024
Q4 | $1.45M | Sell |
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|
2024
Q3 | $4.36M | Sell |
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|
2024
Q2 | $4.25M | Buy |
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|
2024
Q1 | $2.11M | Sell |
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|
2023
Q4 | $5.59M | Buy |
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|
2023
Q3 | $1.4M | Sell |
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|
2023
Q2 | $15.3M | Sell |
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|
2023
Q1 | $20.4M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $4.29M | Sell |
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|
2021
Q2 | $7.05M | Sell |
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|
2021
Q1 | $8.37M | Buy |
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|
2020
Q4 | $632K | Buy |
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|
2020
Q3 | $552K | Buy |
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|
2020
Q2 | $530K | Sell |
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|
2020
Q1 | $627K | Buy |
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|
2019
Q4 | $313K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $246K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $438K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $301K | Sell |
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|
2015
Q1 | $640K | Sell |
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|
2014
Q4 | $758K | Sell |
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|
2014
Q3 | $718K | Sell |
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|
2014
Q2 | $813K | Hold |
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|
2014
Q1 | $734K | Buy |
|