McClarren Financial Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,700
| Closed | -$48K | – | 367 |
|
|
2024
Q4 | $48K | Buy |
+1,700
| New | +$48K | 0.13% | 85 |
|
|
2024
Q3 | – | Sell |
-22
| Closed | -$38K | – | 355 |
|
|
2024
Q2 | $38K | Sell |
22
-1,679
| -99% | -$2.9M | 0.03% | 163 |
|
|
2024
Q1 | $42K | Buy |
1,701
+26
| +2% | +$642 | 0.03% | 157 |
|
|
2023
Q4 | $41K | Buy |
1,675
+29
| +2% | +$710 | 0.03% | 176 |
|
|
2023
Q3 | $37K | Buy |
1,646
+22
| +1% | +$495 | 0.03% | 166 |
|
|
2023
Q2 | $43K | Buy |
1,624
+17
| +1% | +$450 | 0.04% | 161 |
|
|
2023
Q1 | $55K | Buy |
1,607
+16
| +1% | +$548 | 0.05% | 133 |
|
|
2022
Q4 | $59K | Buy |
1,591
+16
| +1% | +$593 | 0.06% | 132 |
|
|
2022
Q3 | $50K | Buy |
+1,575
| New | +$50K | 0.05% | 127 |
|
|
2022
Q2 | – | Sell |
-10
| Closed | – | – | 258 |
|
|
2022
Q1 | $0 | Buy |
+10
| New | – | ﹤0.01% | 308 |
|