MML Investors Services’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 | $762K | Buy |
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|
2025
Q1 | $597K | Sell |
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|
2024
Q4 | $533K | Sell |
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|
2024
Q3 | $489K | Buy |
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|
2024
Q2 | $444K | Sell |
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|
2024
Q1 | $573K | Buy |
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|
2023
Q4 | $538K | Buy |
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|
2023
Q3 | $308K | Buy |
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|
2023
Q2 | $311K | Sell |
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|
2023
Q1 | $436K | Sell |
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|
2022
Q4 | $484K | Buy |
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|
2022
Q3 | $410K | Sell |
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|
2022
Q2 | $541K | Buy |
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|
2022
Q1 | $442K | Sell |
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|
2021
Q4 | $2.17M | Buy |
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|
2021
Q3 | $1.86M | Buy |
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|
2021
Q2 | $1.75M | Buy |
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|
2021
Q1 | $323K | Buy |
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|
2020
Q4 | $254K | Sell |
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|
2020
Q3 | $254K | Buy |
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|
2020
Q2 | $208K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $239K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $230K | Buy |
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|
2019
Q1 | $228K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $626K | Buy |
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|
2017
Q3 | $608K | Sell |
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|
2017
Q2 | $629K | Buy |
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|
2017
Q1 | $641K | Buy |
|