Mork Capital Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Hold |
35,700
| – | – | 0.95% | 37 |
|
|
2025
Q1 | $1.18M | Hold |
35,700
| – | – | 0.92% | 41 |
|
|
2024
Q4 | $1.01M | Buy |
+35,700
| New | +$1.01M | 0.66% | 83 |
|
|
2022
Q1 | – | Sell |
-29,000
| Closed | -$1.33M | – | 112 |
|
|
2021
Q4 | $1.33M | Hold |
29,000
| – | – | 0.9% | 41 |
|
|
2021
Q3 | $1.24M | Hold |
29,000
| – | – | 1.05% | 40 |
|
|
2021
Q2 | $1.34M | Hold |
29,000
| – | – | 0.97% | 41 |
|
|
2021
Q1 | $1.19M | Hold |
29,000
| – | – | 0.91% | 54 |
|
|
2020
Q4 | $1.01M | Buy |
+29,000
| New | +$1.01M | 0.74% | 61 |
|