Plante Moran Financial Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28K | Buy |
+35
| New | +$1.28K | ﹤0.01% | 690 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 1023 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 1110 |
|
|
2018
Q2 | – | Sell |
-118
| Closed | -$5K | – | 970 |
|
|
2018
Q1 | $5K | Hold |
118
| – | – | ﹤0.01% | 733 |
|
|
2017
Q4 | $6K | Hold |
118
| – | – | ﹤0.01% | 690 |
|
|
2017
Q3 | $6K | Hold |
118
| – | – | ﹤0.01% | 636 |
|
|
2017
Q2 | $6K | Hold |
118
| – | – | ﹤0.01% | 650 |
|
|
2017
Q1 | $6K | Buy |
+118
| New | +$6K | ﹤0.01% | 683 |
|
|
2016
Q2 | – | Sell |
-39
| Closed | -$2K | – | 938 |
|
|
2016
Q1 | $2K | Buy |
+39
| New | +$2K | ﹤0.01% | 755 |
|
|
2014
Q3 | – | Sell |
-156
| Closed | -$5K | – | 854 |
|
|
2014
Q2 | $5K | Hold |
156
| – | – | ﹤0.01% | 671 |
|
|
2014
Q1 | $5K | Hold |
156
| – | – | 0.01% | 477 |
|
|
2013
Q4 | $4K | Hold |
156
| – | – | ﹤0.01% | 566 |
|
|
2013
Q3 | $4K | Hold |
156
| – | – | ﹤0.01% | 500 |
|
|
2013
Q2 | $4K | Buy |
+156
| New | +$4K | ﹤0.01% | 481 |
|