MassMutual Private Wealth & Trust’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 | $159K | Buy |
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|
2025
Q1 | $68.3K | Buy |
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|
2024
Q4 | $57.9K | Buy |
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|
2024
Q3 | $50.9K | Buy |
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|
2024
Q2 | $45.5K | Sell |
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|
2024
Q1 | $50.6K | Sell |
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|
2023
Q4 | $90.1K | Buy |
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|
2023
Q3 | $75.1K | Buy |
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|
2023
Q2 | $44.6K | Buy |
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|
2023
Q1 | $56.9K | Buy |
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|
2022
Q4 | $60K | Buy |
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|
2022
Q3 | $50K | Sell |
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|
2022
Q2 | $60K | Buy |
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|
2022
Q1 | $55K | Sell |
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|
2021
Q4 | $71K | Buy |
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|
2021
Q3 | $65K | Hold |
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|
2021
Q2 | $71K | Sell |
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|
2021
Q1 | $63K | Buy |
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|
2020
Q4 | $52K | Hold |
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|
2020
Q3 | $49K | Hold |
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|
2020
Q2 | $48K | Hold |
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|
2020
Q1 | $40K | Sell |
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|
2019
Q4 | $111K | Hold |
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|
2019
Q3 | $124K | Buy |
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|
2019
Q2 | $107K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $4.93K | Buy |
|