Parallel Advisors’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 | $151K | Buy |
|
|||||
|
2025
Q1 | $130K | Buy |
|
|||||
|
2024
Q4 | $92.6K | Sell |
|
|||||
|
2024
Q3 | $105K | Buy |
|
|||||
|
2024
Q2 | $87.2K | Buy |
|
|||||
|
2024
Q1 | $92.6K | Buy |
|
|||||
|
2023
Q4 | $78.7K | Sell |
|
|||||
|
2023
Q3 | $94.9K | Buy |
|
|||||
|
2023
Q2 | $40.5K | Sell |
|
|||||
|
2023
Q1 | $65.5K | Sell |
|
|||||
|
2022
Q4 | $114K | Buy |
|
|||||
|
2022
Q3 | $78K | Buy |
|
|||||
|
2022
Q2 | $69K | Buy |
|
|||||
|
2022
Q1 | $60K | Sell |
|
|||||
|
2021
Q4 | $108K | Buy |
|
|||||
|
2021
Q3 | $69K | Sell |
|
|||||
|
2021
Q2 | $77K | Buy |
|
|||||
|
2021
Q1 | $65K | Hold |
|
|||||
|
2020
Q4 | $55K | Sell |
|
|||||
|
2020
Q3 | $73K | Sell |
|
|||||
|
2020
Q2 | $91K | Buy |
|
|||||
|
2020
Q1 | $47K | Buy |
|
|||||
|
2019
Q4 | $15K | Buy |
|
|||||
|
2019
Q3 | $3K | Sell |
|
|||||
|
2019
Q2 | $10K | Sell |
|
|||||
|
2019
Q1 | $13K | Buy |
|
|||||
|
2018
Q4 | $11K | Sell |
|
|||||
|
2018
Q3 | $22K | Buy |
|
|||||
|
2018
Q2 | $10K | Buy |
|
|||||
|
2018
Q1 | $7K | Sell |
|
|||||
|
2017
Q4 | $20K | Hold |
|
|||||
|
2017
Q3 | $20K | Sell |
|
|||||
|
2017
Q2 | $26K | Hold |
|
|||||
|
2017
Q1 | $25K | Buy |
|
|||||
|
2016
Q4 | $1K | Buy |
|