Mather Group’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-21
| Closed | -$694 | – | 1652 |
|
|
2025
Q1 | $694 | Hold |
21
| – | – | ﹤0.01% | 1662 |
|
|
2024
Q4 | $593 | Hold |
21
| – | – | ﹤0.01% | 1644 |
|
|
2024
Q3 | $525 | Buy |
+21
| New | +$525 | ﹤0.01% | 1609 |
|
|
2024
Q2 | – | Sell |
-163
| Closed | -$4.01K | – | 2271 |
|
|
2024
Q1 | $4.01K | Buy |
+163
| New | +$4.01K | ﹤0.01% | 1396 |
|