Prelude Capital Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $291K | Sell |
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|
2024
Q4 | $582K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $459K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $256K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $12K | Hold |
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|
2018
Q3 | $13K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1.67M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $231K | Sell |
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|
2016
Q4 | $399K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $538K | Buy |
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|
2015
Q4 | $282K | Buy |
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|
2015
Q3 | $13K | Sell |
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|
2015
Q2 | $84K | Sell |
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|
2015
Q1 | $499K | Sell |
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|
2014
Q4 | $1.05M | Buy |
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|
2014
Q3 | $13K | Hold |
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|
2014
Q2 | $13K | Sell |
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|
2014
Q1 | $550K | Sell |
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|
2013
Q4 | $1.45M | Buy |
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|
2013
Q3 | $1.08M | Hold |
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|
2013
Q2 | $1.08M | Buy |
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