Metis Global Partners’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 |
-8,145
| Closed | -$269K | – | 811 |
|
|
2025
Q1 | $269K | Hold |
8,145
| – | – | 0.01% | 690 |
|
|
2024
Q4 | $230K | Sell |
8,145
-1,046
| -11% | -$29.5K | 0.01% | 719 |
|
|
2024
Q3 | $230K | Sell |
9,191
-890
| -9% | -$22.3K | 0.01% | 710 |
|
|
2024
Q2 | $231K | Hold |
10,081
| – | – | 0.01% | 698 |
|
|
2024
Q1 | $247K | Hold |
10,081
| – | – | 0.01% | 683 |
|
|
2023
Q4 | $248K | Hold |
10,081
| – | – | 0.01% | 676 |
|
|
2023
Q3 | $232K | Sell |
10,081
-9,523
| -49% | -$219K | 0.01% | 666 |
|
|
2023
Q2 | $529K | Buy |
19,604
+3,415
| +21% | +$92.1K | 0.03% | 513 |
|
|
2023
Q1 | $563K | Buy |
16,189
+2,539
| +19% | +$88.3K | 0.04% | 462 |
|
|
2022
Q4 | $506K | Buy |
13,650
+4,731
| +53% | +$175K | 0.05% | 418 |
|
|
2022
Q3 | $288K | Buy |
+8,919
| New | +$288K | 0.05% | 430 |
|