Mercer Global Advisors’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 | $1.28M | Buy |
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|
2025
Q1 | $1.09M | Buy |
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|
2024
Q4 | $655K | Buy |
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|
2024
Q3 | $418K | Sell |
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|
2024
Q2 | $708K | Buy |
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|
2024
Q1 | $407K | Sell |
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|
2023
Q4 | $412K | Buy |
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|
2023
Q3 | $332K | Sell |
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|
2023
Q2 | $542K | Sell |
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|
2023
Q1 | $722K | Sell |
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|
2022
Q4 | $1M | Buy |
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|
2022
Q3 | $818K | Sell |
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|
2022
Q2 | $986K | Buy |
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|
2022
Q1 | $723K | Buy |
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|
2021
Q4 | $700K | Buy |
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|
2021
Q3 | $474K | Buy |
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|
2021
Q2 | $375K | Buy |
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|
2021
Q1 | $254K | Sell |
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|
2020
Q4 | $232K | Sell |
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|
2020
Q3 | $324K | Sell |
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|
2020
Q2 | $380K | Sell |
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|
2020
Q1 | $612K | Sell |
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|
2019
Q4 | $1.3M | Sell |
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|
2019
Q3 | $1.46M | Buy |
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|
2019
Q2 | $1.49M | Buy |
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|
2019
Q1 | $1.46M | Buy |
|