OA
Oxbow Advisors’s UGI UGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.2M | Buy |
225,132
+1,085
| +0.5% | +$39.5K | 0.9% | 25 |
|
|
2025
Q1 | $7.41M | Buy |
224,047
+4,204
| +2% | +$139K | 0.78% | 31 |
|
|
2024
Q4 | $6.21M | Buy |
219,843
+338
| +0.2% | +$9.54K | 0.73% | 35 |
|
|
2024
Q3 | $5.49M | Buy |
219,505
+3,181
| +1% | +$79.6K | 0.54% | 49 |
|
|
2024
Q2 | $4.95M | Buy |
216,324
+4,283
| +2% | +$98.1K | 0.58% | 45 |
|
|
2024
Q1 | $5.2M | Buy |
+212,041
| New | +$5.2M | 0.71% | 44 |
|