Missouri Trust & Investment Company’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $131K | Hold |
3,600
| – | – | 0.04% | 144 |
|
|
2025
Q1 | $119K | Hold |
3,600
| – | – | 0.04% | 145 |
|
|
2024
Q4 | $102K | Hold |
3,600
| – | – | 0.04% | 158 |
|
|
2024
Q3 | $90.1K | Hold |
3,600
| – | – | 0.03% | 164 |
|
|
2024
Q2 | $82.4K | Hold |
3,600
| – | – | 0.03% | 163 |
|
|
2024
Q1 | $88.3K | Hold |
3,600
| – | – | 0.03% | 161 |
|
|
2023
Q4 | $88.6K | Hold |
3,600
| – | – | 0.04% | 153 |
|
|
2023
Q3 | $82.8K | Hold |
3,600
| – | – | 0.04% | 152 |
|
|
2023
Q2 | $97.1K | Buy |
+3,600
| New | +$97.1K | 0.05% | 148 |
|