&Partners’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $653K | Buy |
17,931
+4,259
| +31% | +$155K | 0.01% | 1208 |
|
|
2025
Q1 | $449K | Buy |
13,672
+636
| +5% | +$20.9K | ﹤0.01% | 1192 |
|
|
2024
Q4 | $371K | Sell |
13,036
-6,256
| -32% | -$178K | ﹤0.01% | 1220 |
|
|
2024
Q3 | $483K | Buy |
19,292
+3,152
| +20% | +$78.9K | 0.01% | 890 |
|
|
2024
Q2 | $370K | Buy |
16,140
+241
| +2% | +$5.52K | 0.02% | 644 |
|
|
2024
Q1 | $390K | Buy |
+15,899
| New | +$390K | 0.05% | 318 |
|
|
2023
Q2 | – | Sell |
-6,300
| Closed | -$219K | – | 198 |
|
|
2023
Q1 | $219K | Hold |
6,300
| – | – | 0.11% | 156 |
|
|
2022
Q4 | $234K | Hold |
6,300
| – | – | 0.12% | 151 |
|
|
2022
Q3 | $204K | Hold |
6,300
| – | – | 0.12% | 164 |
|
|
2022
Q2 | $243K | Hold |
6,300
| – | – | 0.14% | 144 |
|
|
2022
Q1 | $228K | Hold |
6,300
| – | – | 0.13% | 168 |
|
|
2021
Q4 | $289K | Hold |
6,300
| – | – | 0.17% | 134 |
|
|
2021
Q3 | $269K | Hold |
6,300
| – | – | 0.17% | 138 |
|
|
2021
Q2 | $292K | Hold |
6,300
| – | – | 0.19% | 121 |
|
|
2021
Q1 | $258K | Hold |
6,300
| – | – | 0.19% | 122 |
|
|
2020
Q4 | $220K | Hold |
6,300
| – | – | 0.18% | 121 |
|
|
2020
Q3 | $208K | Hold |
6,300
| – | – | 0.21% | 112 |
|
|
2020
Q2 | $200K | Buy |
+6,300
| New | +$200K | 0.24% | 109 |
|