Nisa Investment 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 | $4.15M | Buy |
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|
2025
Q2 | $2.73M | Buy |
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|
2025
Q1 | $2.43M | Sell |
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|
2024
Q4 | $2.32M | Sell |
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|
2024
Q3 | $2.32M | Buy |
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|
2024
Q2 | $1.94M | Buy |
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|
2024
Q1 | $1.82M | Sell |
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|
2023
Q4 | $2.09M | Sell |
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|
2023
Q3 | $2.09M | Sell |
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|
2023
Q2 | $4.47M | Buy |
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|
2023
Q1 | $5.39M | Buy |
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|
2022
Q4 | $3.59M | Sell |
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|
2022
Q3 | $4.86M | Buy |
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|
2022
Q2 | $3.73M | Sell |
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|
2022
Q1 | $5.61M | Buy |
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|
2021
Q4 | $6.87M | Buy |
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|
2021
Q3 | $6.28K | Sell |
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|
2021
Q2 | $6.95K | Sell |
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|
2021
Q1 | $6.5K | Sell |
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|
2020
Q4 | $5.85M | Sell |
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|
2020
Q3 | $5.61M | Buy |
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|
2020
Q2 | $4.77M | Buy |
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|
2020
Q1 | $3.02M | Sell |
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|
2019
Q4 | $5.61M | Buy |
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|
2019
Q3 | $6.15M | Buy |
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|
2019
Q2 | $5.25M | Sell |
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|
2019
Q1 | $6.88M | Sell |
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|
2018
Q4 | $6.85M | Buy |
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|
2018
Q3 | $6.4M | Sell |
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|
2018
Q2 | $6.64M | Buy |
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|
2018
Q1 | $4.86M | Sell |
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|
2017
Q4 | $5.23M | Buy |
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|
2017
Q3 | $5.01M | Buy |
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|
2017
Q2 | $5.19M | Sell |
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|
2017
Q1 | $5.31M | Sell |
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|
2016
Q4 | $5.08M | Sell |
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|
2016
Q3 | $5.6M | Buy |
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|
2016
Q2 | $5.43M | Buy |
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|
2016
Q1 | $3.65M | Hold |
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|
2015
Q4 | $3.06M | Buy |
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|
2015
Q3 | $2.8M | Hold |
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|
2015
Q2 | $2.77M | Hold |
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|
2015
Q1 | $2.63M | Hold |
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|
2014
Q4 | $3.06M | Hold |
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|
2014
Q3 | $2.75M | Hold |
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|
2014
Q2 | $2.71M | Hold |
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|
2014
Q1 | $2.45M | Buy |
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|
2013
Q4 | $1.94M | Hold |
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|
2013
Q3 | $1.83M | Hold |
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|
2013
Q2 | $1.83M | Buy |
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