Prestige Wealth Management Group’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6K | Hold |
163
| – | – | ﹤0.01% | 518 |
|
|
2025
Q1 | $5.45K | Hold |
163
| – | – | ﹤0.01% | 546 |
|
|
2024
Q4 | $4.66K | Hold |
163
| – | – | ﹤0.01% | 622 |
|
|
2024
Q3 | $4.14K | Hold |
163
| – | – | ﹤0.01% | 638 |
|
|
2024
Q2 | $3.79K | Hold |
163
| – | – | ﹤0.01% | 599 |
|
|
2024
Q1 | $4.06K | Hold |
163
| – | – | ﹤0.01% | 613 |
|
|
2023
Q4 | $4.07K | Buy |
163
+149
| +1,064% | +$3.72K | ﹤0.01% | 625 |
|
|
2023
Q3 | $328 | Sell |
14
-53
| -79% | -$1.24K | ﹤0.01% | 998 |
|
|
2023
Q2 | $1.83K | Buy |
67
+26
| +63% | +$711 | ﹤0.01% | 779 |
|
|
2023
Q1 | $1.44K | Sell |
41
-8
| -16% | -$282 | ﹤0.01% | 812 |
|
|
2022
Q4 | $1.83K | Buy |
49
+30
| +158% | +$1.12K | ﹤0.01% | 850 |
|
|
2022
Q3 | $1K | Sell |
19
-34
| -64% | -$1.79K | ﹤0.01% | 930 |
|
|
2022
Q2 | $2K | Buy |
53
+34
| +179% | +$1.28K | ﹤0.01% | 798 |
|
|
2022
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 940 |
|
|
2021
Q4 | $1K | Hold |
19
| – | – | ﹤0.01% | 959 |
|
|
2021
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 944 |
|
|
2021
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 933 |
|
|
2021
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 919 |
|
|
2020
Q4 | $1K | Hold |
19
| – | – | ﹤0.01% | 896 |
|
|
2020
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 845 |
|
|
2020
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 853 |
|
|
2020
Q1 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 858 |
|
|
2019
Q1 | – | Sell |
-35
| Closed | -$2K | – | 1104 |
|
|
2018
Q4 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 885 |
|