North Star Investment Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.74K | Hold |
130
| – | – | ﹤0.01% | 1018 |
|
|
2025
Q1 | $4.3K | Hold |
130
| – | – | ﹤0.01% | 1011 |
|
|
2024
Q4 | $3.67K | Hold |
130
| – | – | ﹤0.01% | 1052 |
|
|
2024
Q3 | $3.25K | Hold |
130
| – | – | ﹤0.01% | 1032 |
|
|
2024
Q2 | $2.98K | Hold |
130
| – | – | ﹤0.01% | 991 |
|
|
2024
Q1 | $3.19K | Sell |
130
-346
| -73% | -$8.49K | ﹤0.01% | 1039 |
|
|
2023
Q4 | $11.7K | Hold |
476
| – | – | ﹤0.01% | 805 |
|
|
2023
Q3 | $10.9K | Hold |
476
| – | – | ﹤0.01% | 816 |
|
|
2023
Q2 | $12.8K | Hold |
476
| – | – | ﹤0.01% | 813 |
|
|
2023
Q1 | $16.5K | Hold |
476
| – | – | ﹤0.01% | 785 |
|
|
2022
Q4 | $17.6K | Hold |
476
| – | – | ﹤0.01% | 756 |
|
|
2022
Q3 | $15K | Hold |
476
| – | – | ﹤0.01% | 741 |
|
|
2022
Q2 | $18K | Hold |
476
| – | – | ﹤0.01% | 730 |
|
|
2022
Q1 | $17K | Hold |
476
| – | – | ﹤0.01% | 772 |
|
|
2021
Q4 | $22K | Hold |
476
| – | – | ﹤0.01% | 757 |
|
|
2021
Q3 | $20K | Hold |
476
| – | – | ﹤0.01% | 741 |
|
|
2021
Q2 | $22K | Hold |
476
| – | – | ﹤0.01% | 731 |
|
|
2021
Q1 | $20K | Hold |
476
| – | – | ﹤0.01% | 697 |
|
|
2020
Q4 | $17K | Hold |
476
| – | – | ﹤0.01% | 703 |
|
|
2020
Q3 | $16K | Hold |
476
| – | – | ﹤0.01% | 696 |
|
|
2020
Q2 | $15K | Hold |
476
| – | – | ﹤0.01% | 671 |
|
|
2020
Q1 | $13K | Hold |
476
| – | – | ﹤0.01% | 690 |
|
|
2019
Q4 | $21K | Hold |
476
| – | – | ﹤0.01% | 705 |
|
|
2019
Q3 | $24K | Buy |
+476
| New | +$24K | ﹤0.01% | 686 |
|
|
2014
Q2 | – | Sell |
-117
| Closed | -$4K | – | 717 |
|
|
2014
Q1 | $4K | Buy |
+117
| New | +$4K | ﹤0.01% | 612 |
|