MV 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
Q2 | $474 | Sell |
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|
2025
Q1 | $497 | Buy |
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|
2024
Q4 | $396 | Buy |
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|
2024
Q3 | $201 | Buy |
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|
2024
Q2 | $46 | Hold |
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|
2024
Q1 | $50 | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $3K | Hold |
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|
2016
Q4 | $3K | Hold |
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|
2016
Q3 | $3K | Hold |
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|
2016
Q2 | $3K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $6K | Sell |
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|
2015
Q1 | $18K | Buy |
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|
2014
Q4 | $20K | Buy |
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