Park Avenue Securities’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $406K | Sell |
11,141
-784
| -7% | -$28.6K | ﹤0.01% | 1152 |
|
|
2025
Q1 | $394K | Buy |
11,925
+834
| +8% | +$27.6K | ﹤0.01% | 926 |
|
|
2024
Q4 | $313K | Sell |
11,091
-157
| -1% | -$4.43K | ﹤0.01% | 1273 |
|
|
2024
Q3 | $281K | Buy |
11,248
+1,329
| +13% | +$33.2K | ﹤0.01% | 1206 |
|
|
2024
Q2 | $227K | Buy |
9,919
+536
| +6% | +$12.3K | ﹤0.01% | 1274 |
|
|
2024
Q1 | $230K | Buy |
9,383
+324
| +4% | +$7.94K | ﹤0.01% | 1271 |
|
|
2023
Q4 | $223K | Sell |
9,059
-290
| -3% | -$7.14K | ﹤0.01% | 1249 |
|
|
2023
Q3 | $215K | Buy |
+9,349
| New | +$215K | ﹤0.01% | 1184 |
|
|
2022
Q1 | – | Sell |
-4,958
| Closed | -$228K | – | 1189 |
|
|
2021
Q4 | $228K | Buy |
+4,958
| New | +$228K | ﹤0.01% | 1011 |
|