MV Capital Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $474 | Sell |
13
-2
| -13% | -$73 | ﹤0.01% | 856 |
|
|
2025
Q1 | $497 | Buy |
15
+1
| +7% | +$33 | ﹤0.01% | 820 |
|
|
2024
Q4 | $396 | Buy |
14
+6
| +75% | +$170 | ﹤0.01% | 839 |
|
|
2024
Q3 | $201 | Buy |
8
+6
| +300% | +$151 | ﹤0.01% | 894 |
|
|
2024
Q2 | $46 | Hold |
2
| – | – | ﹤0.01% | 980 |
|
|
2024
Q1 | $50 | Buy |
+2
| New | +$50 | ﹤0.01% | 817 |
|
|
2017
Q2 | – | Sell |
-57
| Closed | -$3K | – | 371 |
|
|
2017
Q1 | $3K | Hold |
57
| – | – | ﹤0.01% | 313 |
|
|
2016
Q4 | $3K | Hold |
57
| – | – | ﹤0.01% | 317 |
|
|
2016
Q3 | $3K | Hold |
57
| – | – | ﹤0.01% | 304 |
|
|
2016
Q2 | $3K | Buy |
+57
| New | +$3K | ﹤0.01% | 306 |
|
|
2015
Q3 | – | Sell |
-165
| Closed | -$6K | – | 381 |
|
|
2015
Q2 | $6K | Sell |
165
-382
| -70% | -$13.9K | ﹤0.01% | 348 |
|
|
2015
Q1 | $18K | Buy |
547
+24
| +5% | +$790 | 0.01% | 245 |
|
|
2014
Q4 | $20K | Buy |
+523
| New | +$20K | 0.01% | 230 |
|