Northwestern Mutual Wealth Management’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 | $38.3K | Buy |
|
|||||
|
2025
Q1 | $34.5K | Sell |
|
|||||
|
2024
Q4 | $34.9K | Buy |
|
|||||
|
2024
Q3 | $26.9K | Sell |
|
|||||
|
2024
Q2 | $30.7K | Buy |
|
|||||
|
2024
Q1 | $25.3K | Hold |
|
|||||
|
2023
Q4 | $25.3K | Buy |
|
|||||
|
2023
Q3 | $23.3K | Sell |
|
|||||
|
2023
Q2 | $37.6K | Buy |
|
|||||
|
2023
Q1 | $37.3K | Sell |
|
|||||
|
2022
Q4 | $55.6K | Buy |
|
|||||
|
2022
Q3 | $36K | Sell |
|
|||||
|
2022
Q2 | $44K | Hold |
|
|||||
|
2022
Q1 | $41K | Sell |
|
|||||
|
2021
Q4 | $5.93M | Buy |
|
|||||
|
2021
Q3 | $178K | Buy |
|
|||||
|
2021
Q2 | $171K | Hold |
|
|||||
|
2021
Q1 | $152K | Sell |
|
|||||
|
2020
Q4 | $144K | Buy |
|
|||||
|
2020
Q3 | $134K | Buy |
|
|||||
|
2020
Q2 | $93K | Sell |
|
|||||
|
2020
Q1 | $97K | Buy |
|
|||||
|
2019
Q4 | $144K | Buy |
|
|||||
|
2019
Q3 | $146K | Buy |
|
|||||
|
2019
Q2 | $118K | Buy |
|
|||||
|
2019
Q1 | $114K | Buy |
|
|||||
|
2018
Q4 | $109K | Buy |
|
|||||
|
2018
Q3 | $64K | Buy |
|
|||||
|
2018
Q2 | $54K | Buy |
|
|||||
|
2018
Q1 | $42K | Buy |
|
|||||
|
2017
Q4 | $20K | Buy |
|
|||||
|
2017
Q3 | $2K | Buy |
|
|||||
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $26K | Buy |
|
|||||
|
2016
Q4 | $1K | Buy |
|
|||||
|
2016
Q3 | – | Sell |
|
|||||
|
2016
Q2 | $9K | Buy |
|
|||||
|
2016
Q1 | $7K | Sell |
|
|||||
|
2015
Q4 | $5K | Sell |
|
|||||
|
2015
Q3 | $11K | Sell |
|
|||||
|
2015
Q2 | $12K | Sell |
|
|||||
|
2015
Q1 | $18K | Sell |
|
|||||
|
2014
Q4 | $25K | Sell |
|
|||||
|
2014
Q3 | $26K | Sell |
|
|||||
|
2014
Q2 | $32K | Buy |
|
|||||
|
2013
Q4 | – | Sell |
|
|||||
|
2013
Q3 | $1K | Buy |
|