MSH Capital Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Buy |
56,153
+300
| +0.5% | +$10.9K | 0.59% | 49 |
|
|
2025
Q1 | $1.85M | Buy |
55,853
+70
| +0.1% | +$2.32K | 0.57% | 52 |
|
|
2024
Q4 | $1.57M | Buy |
55,783
+14,161
| +34% | +$400K | 0.5% | 63 |
|
|
2024
Q3 | $1.04M | Sell |
41,622
-220
| -0.5% | -$5.5K | 0.32% | 87 |
|
|
2024
Q2 | $958K | Buy |
41,842
+944
| +2% | +$21.6K | 0.32% | 86 |
|
|
2024
Q1 | $1M | Sell |
40,898
-3,495
| -8% | -$85.8K | 0.35% | 82 |
|
|
2023
Q4 | $1.09M | Sell |
44,393
-108
| -0.2% | -$2.66K | 0.41% | 72 |
|
|
2023
Q3 | $1.02M | Buy |
44,501
+329
| +0.7% | +$7.57K | 0.4% | 75 |
|
|
2023
Q2 | $1.19M | Buy |
44,172
+1,183
| +3% | +$31.9K | 0.44% | 72 |
|
|
2023
Q1 | $1.49M | Buy |
42,989
+1,056
| +3% | +$36.7K | 0.64% | 55 |
|
|
2022
Q4 | $1.55M | Sell |
41,933
-1,943
| -4% | -$72K | 0.7% | 46 |
|
|
2022
Q3 | $1.42M | Buy |
43,876
+137
| +0.3% | +$4.43K | 0.7% | 51 |
|
|
2022
Q2 | $1.69M | Buy |
43,739
+1,153
| +3% | +$44.5K | 0.78% | 42 |
|
|
2022
Q1 | $1.54M | Buy |
42,586
+1,709
| +4% | +$61.9K | 0.64% | 52 |
|
|
2021
Q4 | $1.88M | Buy |
+40,877
| New | +$1.88M | 0.84% | 38 |
|