MSH Capital 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 | $2.05M | Buy |
|
|||||
|
2025
Q1 | $1.85M | Buy |
|
|||||
|
2024
Q4 | $1.57M | Buy |
|
|||||
|
2024
Q3 | $1.04M | Sell |
|
|||||
|
2024
Q2 | $958K | Buy |
|
|||||
|
2024
Q1 | $1M | Sell |
|
|||||
|
2023
Q4 | $1.09M | Sell |
|
|||||
|
2023
Q3 | $1.02M | Buy |
|
|||||
|
2023
Q2 | $1.19M | Buy |
|
|||||
|
2023
Q1 | $1.49M | Buy |
|
|||||
|
2022
Q4 | $1.55M | Sell |
|
|||||
|
2022
Q3 | $1.42M | Buy |
|
|||||
|
2022
Q2 | $1.69M | Buy |
|
|||||
|
2022
Q1 | $1.54M | Buy |
|
|||||
|
2021
Q4 | $1.88M | Buy |
|