Parallel Advisors’s UGI UGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $151K | Buy |
4,150
+219
| +6% | +$7.98K | ﹤0.01% | 1146 |
|
|
2025
Q1 | $130K | Buy |
3,931
+653
| +20% | +$21.6K | ﹤0.01% | 1154 |
|
|
2024
Q4 | $92.6K | Sell |
3,278
-934
| -22% | -$26.4K | ﹤0.01% | 1306 |
|
|
2024
Q3 | $105K | Buy |
4,212
+403
| +11% | +$10.1K | ﹤0.01% | 1219 |
|
|
2024
Q2 | $87.2K | Buy |
3,809
+34
| +0.9% | +$779 | ﹤0.01% | 1239 |
|
|
2024
Q1 | $92.6K | Buy |
3,775
+577
| +18% | +$14.2K | ﹤0.01% | 1205 |
|
|
2023
Q4 | $78.7K | Sell |
3,198
-928
| -22% | -$22.8K | ﹤0.01% | 1216 |
|
|
2023
Q3 | $94.9K | Buy |
4,126
+2,625
| +175% | +$60.4K | ﹤0.01% | 1107 |
|
|
2023
Q2 | $40.5K | Sell |
1,501
-383
| -20% | -$10.3K | ﹤0.01% | 1508 |
|
|
2023
Q1 | $65.5K | Sell |
1,884
-1,197
| -39% | -$41.6K | ﹤0.01% | 1246 |
|
|
2022
Q4 | $114K | Buy |
3,081
+666
| +28% | +$24.7K | 0.01% | 939 |
|
|
2022
Q3 | $78K | Buy |
2,415
+624
| +35% | +$20.2K | ﹤0.01% | 1067 |
|
|
2022
Q2 | $69K | Buy |
1,791
+151
| +9% | +$5.82K | ﹤0.01% | 1107 |
|
|
2022
Q1 | $60K | Sell |
1,640
-705
| -30% | -$25.8K | ﹤0.01% | 1203 |
|
|
2021
Q4 | $108K | Buy |
2,345
+734
| +46% | +$33.8K | ﹤0.01% | 979 |
|
|
2021
Q3 | $69K | Sell |
1,611
-56
| -3% | -$2.4K | ﹤0.01% | 1125 |
|
|
2021
Q2 | $77K | Buy |
1,667
+91
| +6% | +$4.2K | ﹤0.01% | 1025 |
|
|
2021
Q1 | $65K | Hold |
1,576
| – | – | ﹤0.01% | 1052 |
|
|
2020
Q4 | $55K | Sell |
1,576
-639
| -29% | -$22.3K | ﹤0.01% | 1041 |
|
|
2020
Q3 | $73K | Sell |
2,215
-651
| -23% | -$21.5K | ﹤0.01% | 891 |
|
|
2020
Q2 | $91K | Buy |
2,866
+1,102
| +62% | +$35K | 0.01% | 796 |
|
|
2020
Q1 | $47K | Buy |
1,764
+1,430
| +428% | +$38.1K | ﹤0.01% | 963 |
|
|
2019
Q4 | $15K | Buy |
334
+275
| +466% | +$12.4K | ﹤0.01% | 1554 |
|
|
2019
Q3 | $3K | Sell |
59
-130
| -69% | -$6.61K | ﹤0.01% | 2088 |
|
|
2019
Q2 | $10K | Sell |
189
-40
| -17% | -$2.12K | ﹤0.01% | 1589 |
|
|
2019
Q1 | $13K | Buy |
229
+9
| +4% | +$511 | ﹤0.01% | 1417 |
|
|
2018
Q4 | $11K | Sell |
220
-180
| -45% | -$9K | ﹤0.01% | 1304 |
|
|
2018
Q3 | $22K | Buy |
400
+191
| +91% | +$10.5K | ﹤0.01% | 1106 |
|
|
2018
Q2 | $10K | Buy |
209
+47
| +29% | +$2.25K | ﹤0.01% | 1347 |
|
|
2018
Q1 | $7K | Sell |
162
-260
| -62% | -$11.2K | ﹤0.01% | 1432 |
|
|
2017
Q4 | $20K | Hold |
422
| – | – | ﹤0.01% | 1025 |
|
|
2017
Q3 | $20K | Sell |
422
-100
| -19% | -$4.74K | ﹤0.01% | 1011 |
|
|
2017
Q2 | $26K | Hold |
522
| – | – | ﹤0.01% | 909 |
|
|
2017
Q1 | $25K | Buy |
522
+510
| +4,250% | +$24.4K | 0.01% | 881 |
|
|
2016
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1735 |
|