Naples Global Advisors’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 | $916K | Buy |
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|
2025
Q2 | $994K | Buy |
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|
2025
Q1 | $890K | Sell |
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|
2024
Q4 | $774K | Sell |
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|
2024
Q3 | $695K | Buy |
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|
2024
Q2 | $597K | Sell |
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|
2024
Q1 | $677K | Sell |
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|
2023
Q4 | $833K | Buy |
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|
2023
Q3 | $699K | Buy |
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|
2023
Q2 | $637K | Buy |
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|
2023
Q1 | $792K | Buy |
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|
2022
Q4 | $797K | Buy |
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|
2022
Q3 | $644K | Buy |
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|
2022
Q2 | $658K | Buy |
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|
2022
Q1 | $443K | Buy |
|