Natixis 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
Q2 | $2.36M | Buy |
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|
2025
Q1 | $2.02M | Buy |
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|
2024
Q4 | $1.41M | Buy |
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|
2024
Q3 | $1.01M | Buy |
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|
2024
Q2 | $670K | Sell |
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|
2024
Q1 | $843K | Buy |
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|
2023
Q4 | $490K | Sell |
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|
2023
Q3 | $959K | Buy |
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|
2023
Q2 | $470K | Sell |
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|
2023
Q1 | $1.63M | Sell |
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|
2022
Q4 | $1.99M | Buy |
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|
2022
Q3 | $1.34M | Sell |
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|
2022
Q2 | $1.71M | Buy |
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|
2022
Q1 | $996K | Sell |
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|
2021
Q4 | $1.29M | Sell |
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|
2021
Q3 | $1.21M | Sell |
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|
2021
Q2 | $1.33M | Buy |
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|
2021
Q1 | $1.15M | Buy |
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|
2020
Q4 | $858K | Buy |
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|
2020
Q3 | $716K | Buy |
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|
2020
Q2 | $440K | Sell |
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|
2020
Q1 | $828K | Buy |
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|
2019
Q4 | $1.2M | Buy |
|