Partnership Wealth Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Hold |
6,750
| – | – | 0.2% | 66 |
|
|
2025
Q1 | $223K | Buy |
+6,750
| New | +$223K | 0.19% | 69 |
|
|
2024
Q4 | – | Sell |
-6,750
| Closed | -$169K | – | 172 |
|
|
2024
Q3 | $169K | Hold |
6,750
| – | – | 0.12% | 79 |
|
|
2024
Q2 | $155K | Hold |
6,750
| – | – | 0.11% | 104 |
|
|
2024
Q1 | $166K | Hold |
6,750
| – | – | 0.12% | 108 |
|
|
2023
Q4 | $149K | Buy |
+6,750
| New | +$149K | 0.11% | 107 |
|