Plante Moran Financial Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.16K | Hold |
|
|||||
|
2025
Q2 | $1.27K | Buy |
|
|||||
|
2021
Q3 | – | Hold |
|
|||||
|
2021
Q2 | – | Hold |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $5K | Hold |
|
|||||
|
2017
Q4 | $6K | Hold |
|
|||||
|
2017
Q3 | $6K | Hold |
|
|||||
|
2017
Q2 | $6K | Hold |
|
|||||
|
2017
Q1 | $6K | Buy |
|
|||||
|
2016
Q2 | – | Sell |
|
|||||
|
2016
Q1 | $2K | Buy |
|
|||||
|
2014
Q3 | – | Sell |
|
|||||
|
2014
Q2 | $5K | Hold |
|
|||||
|
2014
Q1 | $5K | Hold |
|
|||||
|
2013
Q4 | $4K | Hold |
|
|||||
|
2013
Q3 | $4K | Hold |
|
|||||
|
2013
Q2 | $4K | Buy |
|