Mutual 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 | $247K | Sell |
6,869
-48
| -0.7% | -$1.73K | 0.01% | 1048 |
|
|
2025
Q1 | $226K | Sell |
6,917
-374
| -5% | -$12.2K | 0.01% | 990 |
|
|
2024
Q4 | $219K | Sell |
7,291
-10,536
| -59% | -$316K | 0.01% | 992 |
|
|
2024
Q3 | $441K | Sell |
17,827
-371
| -2% | -$9.18K | 0.01% | 755 |
|
|
2024
Q2 | $450K | Buy |
18,198
+1,959
| +12% | +$48.4K | 0.01% | 746 |
|
|
2024
Q1 | $398K | Buy |
16,239
+2,233
| +16% | +$54.8K | 0.01% | 773 |
|
|
2023
Q4 | $345K | Sell |
14,006
-6,251
| -31% | -$154K | 0.01% | 775 |
|
|
2023
Q3 | $466K | Buy |
20,257
+4,216
| +26% | +$97K | 0.02% | 637 |
|
|
2023
Q2 | $433K | Buy |
16,041
+1,469
| +10% | +$39.6K | 0.02% | 685 |
|
|
2023
Q1 | $507K | Sell |
14,572
-290
| -2% | -$10.1K | 0.02% | 613 |
|
|
2022
Q4 | $551K | Buy |
+14,862
| New | +$551K | 0.02% | 557 |
|