Prestige Wealth Management Group’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.18K | Buy |
168
+5
| +3% | +$188 | ﹤0.01% | 514 |
|
|
2025
Q4 | $6.16K | Hold |
163
| – | – | ﹤0.01% | 531 |
|
|
2025
Q3 | $5.48K | Hold |
163
| – | – | ﹤0.01% | 554 |
|
|
2025
Q2 | $6K | Hold |
163
| – | – | ﹤0.01% | 520 |
|
|
2025
Q1 | $5.45K | Hold |
163
| – | – | ﹤0.01% | 548 |
|
|
2024
Q4 | $4.66K | Hold |
163
| – | – | ﹤0.01% | 623 |
|
|
2024
Q3 | $4.14K | Hold |
163
| – | – | ﹤0.01% | 640 |
|
|
2024
Q2 | $3.79K | Hold |
163
| – | – | ﹤0.01% | 602 |
|
|
2024
Q1 | $4.06K | Hold |
163
| – | – | ﹤0.01% | 615 |
|
|
2023
Q4 | $4.07K | Buy |
163
+149
| +1,064% | +$3.29K | ﹤0.01% | 628 |
|
|
2023
Q3 | $328 | Sell |
14
-53
| -79% | -$1.31K | ﹤0.01% | 1003 |
|
|
2023
Q2 | $1.83K | Buy |
67
+26
| +63% | +$789 | ﹤0.01% | 783 |
|
|
2023
Q1 | $1.44K | Sell |
41
-8
| -16% | -$303 | ﹤0.01% | 814 |
|
|
2022
Q4 | $1.83K | Buy |
49
+30
| +158% | +$1.08K | ﹤0.01% | 852 |
|
|
2022
Q3 | $1K | Sell |
19
-34
| -64% | -$1.34K | ﹤0.01% | 930 |
|
|
2022
Q2 | $2K | Buy |
53
+34
| +179% | +$1.32K | ﹤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 | +$720 | ﹤0.01% | 858 |
|
|
2019
Q1 | – | Sell |
-35
| Closed | -$2K | – | 1104 |
|
|
2018
Q4 | $2K | Buy |
+35
| New | +$1.95K | ﹤0.01% | 885 |
|
Other funds holding UGI
VPM
VCM
SCM
