NewEdge 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 | $3.81M | Sell |
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|
2025
Q1 | $4.07M | Sell |
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|
2024
Q4 | $3.67M | Buy |
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|
2024
Q3 | $2.3M | Buy |
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|
2024
Q2 | $2.04M | Buy |
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|
2024
Q1 | $2M | Buy |
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|
2023
Q4 | $1.55M | Buy |
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|
2023
Q3 | $3.43K | Sell |
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|
2023
Q2 | $6.63K | Sell |
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|
2023
Q1 | $239K | Buy |
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|
2022
Q4 | $237K | Buy |
|