Plato Investment Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-700
| Closed | -$19.8K | – | 614 |
|
|
2024
Q4 | $19.8K | Hold |
700
| – | – | ﹤0.01% | 531 |
|
|
2024
Q3 | $17.5K | Hold |
700
| – | – | ﹤0.01% | 486 |
|
|
2024
Q2 | $16K | Hold |
700
| – | – | ﹤0.01% | 438 |
|
|
2024
Q1 | $17.2K | Hold |
700
| – | – | ﹤0.01% | 417 |
|
|
2023
Q4 | $17.2K | Buy |
+700
| New | +$17.2K | 0.02% | 326 |
|