Rockefeller 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
Q3 | $152K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $49K | Buy |
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|
2022
Q3 | $2K | Sell |
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|
2022
Q2 | $15K | Sell |
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|
2022
Q1 | $792K | Sell |
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|
2021
Q4 | $1.12M | Sell |
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|
2021
Q3 | $1.05M | Buy |
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|
2021
Q2 | $673K | Sell |
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|
2021
Q1 | $773K | Buy |
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|
2020
Q4 | $271K | Buy |
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|
2020
Q3 | $15K | Hold |
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|
2020
Q2 | $15K | Sell |
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|
2020
Q1 | $74K | Buy |
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|
2019
Q4 | $94K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $41K | Buy |
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