NBC Securities’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $746K | Sell |
20,489
-151
| -0.7% | -$5.5K | 0.06% | 355 |
|
|
2025
Q1 | $682K | Buy |
20,640
+20,621
| +108,532% | +$681K | 0.06% | 347 |
|
|
2024
Q4 | $550 | Sell |
19
-19,385
| -100% | -$561K | 0.05% | 415 |
|
|
2024
Q3 | $485K | Buy |
19,404
+1,123
| +6% | +$28.1K | 0.04% | 472 |
|
|
2024
Q2 | $418K | Buy |
18,281
+8,236
| +82% | +$188K | 0.04% | 503 |
|
|
2024
Q1 | $246K | Buy |
10,045
+50
| +0.5% | +$1.22K | 0.02% | 671 |
|
|
2023
Q4 | $245K | Buy |
9,995
+2,679
| +37% | +$65.7K | 0.02% | 654 |
|
|
2023
Q3 | $168K | Buy |
+7,316
| New | +$168K | 0.02% | 749 |
|