Occidental Asset Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-67,304
| Closed | -$1.54M | – | 226 |
|
|
2024
Q2 | $1.54M | Buy |
67,304
+4,305
| +7% | +$98.6K | 0.27% | 91 |
|
|
2024
Q1 | $1.55M | Buy |
62,999
+4,690
| +8% | +$115K | 0.29% | 88 |
|
|
2023
Q4 | $1.43M | Buy |
58,309
+41,546
| +248% | +$1.02M | 0.3% | 90 |
|
|
2023
Q3 | $386K | Buy |
+16,763
| New | +$386K | 0.09% | 147 |
|