NewEdge Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.81M | Sell |
104,691
-18,372
| -15% | -$669K | 0.02% | 673 |
|
|
2025
Q1 | $4.07M | Sell |
123,063
-6,875
| -5% | -$227K | 0.02% | 579 |
|
|
2024
Q4 | $3.67M | Buy |
129,938
+38,179
| +42% | +$1.08M | 0.02% | 599 |
|
|
2024
Q3 | $2.3M | Buy |
91,759
+2,608
| +3% | +$65.3K | 0.01% | 727 |
|
|
2024
Q2 | $2.04M | Buy |
89,151
+7,690
| +9% | +$176K | 0.01% | 739 |
|
|
2024
Q1 | $2M | Buy |
81,461
+13,824
| +20% | +$339K | 0.02% | 689 |
|
|
2023
Q4 | $1.55M | Buy |
67,637
+67,488
| +45,294% | +$1.55M | 0.01% | 756 |
|
|
2023
Q3 | $3.43K | Sell |
149
-97
| -39% | -$2.23K | ﹤0.01% | 2911 |
|
|
2023
Q2 | $6.63K | Sell |
246
-6,626
| -96% | -$179K | ﹤0.01% | 2724 |
|
|
2023
Q1 | $239K | Buy |
6,872
+233
| +4% | +$8.1K | ﹤0.01% | 1466 |
|
|
2022
Q4 | $237K | Buy |
+6,639
| New | +$237K | 0.01% | 1116 |
|