Mutual of America Capital Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.3M | Sell |
|
|||||
|
2025
Q2 | $3.88M | Sell |
|
|||||
|
2025
Q1 | $3.66M | Sell |
|
|||||
|
2024
Q4 | $3.2M | Sell |
|
|||||
|
2024
Q3 | $2.9M | Sell |
|
|||||
|
2024
Q2 | $2.75M | Sell |
|
|||||
|
2024
Q1 | $3.06M | Sell |
|
|||||
|
2023
Q4 | $3.18M | Sell |
|
|||||
|
2023
Q3 | $3.13M | Sell |
|
|||||
|
2023
Q2 | $4.11M | Sell |
|
|||||
|
2023
Q1 | $5.86M | Sell |
|
|||||
|
2022
Q4 | $6.38M | Buy |
|
|||||
|
2022
Q3 | $5.44M | Sell |
|
|||||
|
2022
Q2 | $6.78M | Sell |
|
|||||
|
2022
Q1 | $6.93M | Buy |
|
|||||
|
2021
Q4 | $8.59M | Buy |
|
|||||
|
2021
Q3 | $7.86M | Buy |
|
|||||
|
2021
Q2 | $8.54M | Sell |
|
|||||
|
2021
Q1 | $7.74M | Sell |
|
|||||
|
2020
Q4 | $6.8M | Sell |
|
|||||
|
2020
Q3 | $6.43M | Buy |
|
|||||
|
2020
Q2 | $6.15M | Sell |
|
|||||
|
2020
Q1 | $5.19M | Sell |
|
|||||
|
2019
Q4 | $8.87M | Sell |
|
|||||
|
2019
Q3 | $10.2M | Buy |
|
|||||
|
2019
Q2 | $9.07M | Sell |
|
|||||
|
2019
Q1 | $9.45M | Buy |
|
|||||
|
2018
Q4 | $8.98M | Buy |
|
|||||
|
2018
Q3 | $9.13M | Sell |
|
|||||
|
2018
Q2 | $8.61M | Buy |
|
|||||
|
2018
Q1 | $7.02M | Sell |
|
|||||
|
2017
Q4 | $7.5M | Sell |
|
|||||
|
2017
Q3 | $7.68M | Buy |
|
|||||
|
2017
Q2 | $7.73M | Buy |
|
|||||
|
2017
Q1 | $7.86M | Buy |
|
|||||
|
2016
Q4 | $6.98M | Buy |
|
|||||
|
2016
Q3 | $6.82M | Buy |
|
|||||
|
2016
Q2 | $6.68M | Buy |
|
|||||
|
2016
Q1 | $4.83M | Buy |
|
|||||
|
2015
Q4 | $3.98M | Buy |
|
|||||
|
2015
Q3 | $4.09M | Buy |
|
|||||
|
2015
Q2 | $3.9M | Sell |
|
|||||
|
2015
Q1 | $3.72M | Buy |
|
|||||
|
2014
Q4 | $4.2M | Buy |
|
|||||
|
2014
Q3 | $3.71M | Sell |
|
|||||
|
2014
Q2 | $3.66M | Sell |
|
|||||
|
2014
Q1 | $3.38M | Buy |
|
|||||
|
2013
Q4 | $2.94M | Buy |
|
|||||
|
2013
Q3 | $2.73M | Buy |
|
|||||
|
2013
Q2 | $2.71M | Buy |
|