Pathstone Holdings’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Buy |
58,137
+12,062
| +26% | +$440K | 0.01% | 964 |
|
|
2025
Q1 | $1.53M | Buy |
46,075
+691
| +2% | +$22.9K | 0.01% | 1136 |
|
|
2024
Q4 | $1.28M | Sell |
45,384
-1,095
| -2% | -$31K | 0.01% | 1227 |
|
|
2024
Q3 | $1.17M | Buy |
46,479
+4,204
| +10% | +$105K | 0.01% | 1281 |
|
|
2024
Q2 | $974K | Sell |
42,275
-10,300
| -20% | -$237K | ﹤0.01% | 1340 |
|
|
2024
Q1 | $1.3M | Buy |
52,575
+28,583
| +119% | +$704K | 0.01% | 1121 |
|
|
2023
Q4 | $590K | Buy |
+23,992
| New | +$590K | ﹤0.01% | 1392 |
|