Pathstone Family Office’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.04M | Buy |
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|
2023
Q2 | $496K | Sell |
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|
2023
Q1 | $849K | Sell |
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|
2022
Q4 | $886K | Buy |
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|
2022
Q3 | $257K | Sell |
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|
2022
Q2 | $334K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $207K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $13K | Sell |
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|
2020
Q3 | $16K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $10K | Buy |
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