Private 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 | $13.4K | Hold |
367
| – | – | ﹤0.01% | 407 |
|
|
2025
Q1 | $12.1K | Buy |
367
+68
| +23% | +$2.25K | ﹤0.01% | 412 |
|
|
2024
Q4 | $8.44K | Buy |
299
+213
| +248% | +$6.01K | ﹤0.01% | 546 |
|
|
2024
Q3 | $2.15K | Hold |
86
| – | – | ﹤0.01% | 1031 |
|
|
2024
Q2 | $1.97K | Hold |
86
| – | – | ﹤0.01% | 1049 |
|
|
2024
Q1 | $2.11K | Hold |
86
| – | – | ﹤0.01% | 939 |
|
|
2023
Q4 | $2.12K | Buy |
+86
| New | +$2.12K | ﹤0.01% | 957 |
|