&Partners’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 | $653K | Buy |
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|
2025
Q1 | $449K | Buy |
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|
2024
Q4 | $371K | Sell |
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|
2024
Q3 | $483K | Buy |
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|
2024
Q2 | $370K | Buy |
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|
2024
Q1 | $390K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $219K | Hold |
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|
2022
Q4 | $234K | Hold |
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|
2022
Q3 | $204K | Hold |
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|
2022
Q2 | $243K | Hold |
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|
2022
Q1 | $228K | Hold |
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|
2021
Q4 | $289K | Hold |
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|
2021
Q3 | $269K | Hold |
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|
2021
Q2 | $292K | Hold |
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|
2021
Q1 | $258K | Hold |
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|
2020
Q4 | $220K | Hold |
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|
2020
Q3 | $208K | Hold |
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|
2020
Q2 | $200K | Buy |
|