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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $219K | Buy |
6,011
+1,019
| +20% | +$38.3K | ﹤0.01% | 1124 |
|
|
2025
Q4 | $187K | Buy |
4,992
+724
| +17% | +$25.6K | ﹤0.01% | 1124 |
|
|
2025
Q3 | $142K | Buy |
4,268
+118
| +3% | +$4.13K | ﹤0.01% | 1228 |
|
|
2025
Q2 | $151K | Buy |
4,150
+219
| +6% | +$7.53K | ﹤0.01% | 1149 |
|
|
2025
Q1 | $130K | Buy |
3,931
+653
| +20% | +$20.7K | ﹤0.01% | 1160 |
|
|
2024
Q4 | $92.6K | Sell |
3,278
-934
| -22% | -$24.2K | ﹤0.01% | 1312 |
|
|
2024
Q3 | $105K | Buy |
4,212
+403
| +11% | +$9.71K | ﹤0.01% | 1223 |
|
|
2024
Q2 | $87.2K | Buy |
3,809
+34
| +0.9% | +$824 | ﹤0.01% | 1243 |
|
|
2024
Q1 | $92.6K | Buy |
3,775
+577
| +18% | +$13.9K | ﹤0.01% | 1205 |
|
|
2023
Q4 | $78.7K | Sell |
3,198
-928
| -22% | -$20.5K | ﹤0.01% | 1216 |
|
|
2023
Q3 | $94.9K | Buy |
4,126
+2,625
| +175% | +$65.1K | ﹤0.01% | 1107 |
|
|
2023
Q2 | $40.5K | Sell |
1,501
-383
| -20% | -$11.6K | ﹤0.01% | 1508 |
|
|
2023
Q1 | $65.5K | Sell |
1,884
-1,197
| -39% | -$45.4K | ﹤0.01% | 1246 |
|
|
2022
Q4 | $114K | Buy |
3,081
+666
| +28% | +$24.1K | 0.01% | 939 |
|
|
2022
Q3 | $78K | Buy |
2,415
+624
| +35% | +$24.6K | ﹤0.01% | 1071 |
|
|
2022
Q2 | $69K | Buy |
1,791
+151
| +9% | +$5.85K | ﹤0.01% | 1110 |
|
|
2022
Q1 | $60K | Sell |
1,640
-705
| -30% | -$28.2K | ﹤0.01% | 1210 |
|
|
2021
Q4 | $108K | Buy |
2,345
+734
| +46% | +$32.6K | ﹤0.01% | 986 |
|
|
2021
Q3 | $69K | Sell |
1,611
-56
| -3% | -$2.56K | ﹤0.01% | 1141 |
|
|
2021
Q2 | $77K | Buy |
1,667
+91
| +6% | +$4.09K | ﹤0.01% | 1042 |
|
|
2021
Q1 | $65K | Hold |
1,576
| – | – | ﹤0.01% | 1062 |
|
|
2020
Q4 | $55K | Sell |
1,576
-639
| -29% | -$22.4K | ﹤0.01% | 1055 |
|
|
2020
Q3 | $73K | Sell |
2,215
-651
| -23% | -$21.6K | ﹤0.01% | 908 |
|
|
2020
Q2 | $91K | Buy |
2,866
+1,102
| +62% | +$33.4K | 0.01% | 798 |
|
|
2020
Q1 | $47K | Buy |
1,764
+1,430
| +428% | +$54.2K | ﹤0.01% | 969 |
|
|
2019
Q4 | $15K | Buy |
334
+275
| +466% | +$12.6K | ﹤0.01% | 1559 |
|
|
2019
Q3 | $3K | Sell |
59
-130
| -69% | -$6.5K | ﹤0.01% | 2099 |
|
|
2019
Q2 | $10K | Sell |
189
-40
| -17% | -$2.13K | ﹤0.01% | 1604 |
|
|
2019
Q1 | $13K | Buy |
229
+9
| +4% | +$492 | ﹤0.01% | 1423 |
|
|
2018
Q4 | $11K | Sell |
220
-180
| -45% | -$10K | ﹤0.01% | 1306 |
|
|
2018
Q3 | $22K | Buy |
400
+191
| +91% | +$10.3K | ﹤0.01% | 1112 |
|
|
2018
Q2 | $10K | Buy |
209
+47
| +29% | +$2.28K | ﹤0.01% | 1349 |
|
|
2018
Q1 | $7K | Sell |
162
-260
| -62% | -$11.7K | ﹤0.01% | 1436 |
|
|
2017
Q4 | $20K | Hold |
422
| – | – | ﹤0.01% | 1025 |
|
|
2017
Q3 | $20K | Sell |
422
-100
| -19% | -$4.88K | ﹤0.01% | 1011 |
|
|
2017
Q2 | $26K | Hold |
522
| – | – | ﹤0.01% | 909 |
|
|
2017
Q1 | $25K | Buy |
522
+510
| +4,250% | +$24.2K | 0.01% | 881 |
|
|
2016
Q4 | $1K | Buy |
+12
| New | +$537 | ﹤0.01% | 1735 |
|
Other funds holding UGI
VPM
VCM
SCM
