Private Trust Company’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $24.2K | Sell |
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|
2025
Q2 | $28K | Sell |
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|
2025
Q1 | $46.1K | Buy |
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|
2024
Q4 | $28.9K | Sell |
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|
2024
Q3 | $26K | Buy |
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|
2024
Q2 | $20.6K | Buy |
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|
2024
Q1 | $2.48K | Buy |
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|
2023
Q4 | $1.21K | Sell |
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|
2023
Q3 | $8K | Sell |
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|
2023
Q2 | $17.5K | Sell |
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|
2023
Q1 | $23.4K | Sell |
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|
2022
Q4 | $26K | Buy |
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|
2022
Q3 | $22K | Sell |
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|
2022
Q2 | $44K | Buy |
|