Private Advisor Group’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 | $660K | Buy |
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|
2025
Q1 | $309K | Sell |
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|
2024
Q4 | $270K | Sell |
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|
2024
Q3 | $301K | Sell |
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|
2024
Q2 | $389K | Buy |
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|
2024
Q1 | $305K | Buy |
|
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|
2023
Q4 | $293K | Buy |
|
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|
2023
Q3 | $238K | Sell |
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|
2023
Q2 | $291K | Sell |
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|
2023
Q1 | $631K | Buy |
|
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|
2022
Q4 | $411 | Sell |
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|
2022
Q3 | $483K | Sell |
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|
2022
Q2 | $2.47M | Buy |
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|
2022
Q1 | $2.1M | Buy |
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|
2021
Q4 | $1.82M | Sell |
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|
2021
Q3 | $2.36M | Buy |
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|
2021
Q2 | $1.44M | Buy |
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|
2021
Q1 | $1.23M | Buy |
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|
2020
Q4 | $895K | Buy |
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|
2020
Q3 | $693K | Buy |
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|
2020
Q2 | $638K | Buy |
|
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|
2020
Q1 | $363K | Sell |
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|
2019
Q4 | $649K | Sell |
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|
2019
Q3 | $1.03M | Buy |
|
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|
2019
Q2 | $750K | Buy |
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|
2019
Q1 | $747K | Sell |
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|
2018
Q4 | $745K | Buy |
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|
2018
Q3 | $732K | Buy |
|
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|
2018
Q2 | $256K | Sell |
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|
2018
Q1 | $279K | Sell |
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|
2017
Q4 | $354K | Sell |
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|
2017
Q3 | $633K | Buy |
|
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|
2017
Q2 | $562K | Sell |
|
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|
2017
Q1 | $599K | Buy |
|
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|
2016
Q4 | $410K | Sell |
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|
2016
Q3 | $434K | Sell |
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|
2016
Q2 | $496K | Sell |
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|
2016
Q1 | $446K | Sell |
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|
2015
Q4 | $372K | Buy |
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|
2015
Q3 | $383K | Buy |
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|
2015
Q2 | $378K | Sell |
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|
2015
Q1 | $389K | Sell |
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|
2014
Q4 | $480K | Sell |
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|
2014
Q3 | $492K | Buy |
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|
2014
Q2 | $480K | Buy |
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|
2014
Q1 | $424K | Buy |
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|
2013
Q4 | $385K | Buy |
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