Oppenheimer Asset 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 | $574K | Buy |
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|
2025
Q1 | $498K | Buy |
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|
2024
Q4 | $387K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $773K | Sell |
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|
2023
Q3 | $1.15M | Buy |
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|
2023
Q2 | $1.02M | Sell |
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|
2023
Q1 | $1.33M | Buy |
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|
2022
Q4 | $793K | Sell |
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|
2022
Q3 | $882K | Sell |
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|
2022
Q2 | $1.18M | Sell |
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|
2022
Q1 | $1.25M | Sell |
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|
2021
Q4 | $1.73M | Buy |
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|
2021
Q3 | $1.6M | Sell |
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|
2021
Q2 | $1.75M | Sell |
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|
2021
Q1 | $2.02M | Buy |
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|
2020
Q4 | $1.52M | Sell |
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|
2020
Q3 | $1.55M | Buy |
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|
2020
Q2 | $1.46M | Sell |
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|
2020
Q1 | $1.25M | Buy |
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|
2019
Q4 | $1.59M | Sell |
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|
2019
Q3 | $1.91M | Buy |
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|
2019
Q2 | $1.64M | Sell |
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|
2019
Q1 | $1.76M | Buy |
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|
2018
Q4 | $1.24M | Sell |
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|
2018
Q3 | $1.97M | Sell |
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|
2018
Q2 | $2.44M | Sell |
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|
2018
Q1 | $2.09M | Buy |
|