Quantinno Capital Management’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 | $5.34M | Buy |
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|
2025
Q1 | $4.06M | Buy |
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|
2024
Q4 | $3.01M | Buy |
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|
2024
Q3 | $1.97M | Buy |
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|
2024
Q2 | $1.6M | Buy |
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|
2024
Q1 | $1.36M | Buy |
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|
2023
Q4 | $1.08M | Buy |
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|
2023
Q3 | $498K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $217K | Buy |
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|
2022
Q4 | $218K | Sell |
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|
2022
Q3 | $465K | Sell |
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|
2022
Q2 | $636K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $514K | Buy |
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|
2018
Q4 | $387K | Buy |
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