Roffman Miller Associates’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 | $9.16M | Buy |
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|
2025
Q2 | $8.99M | Buy |
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|
2025
Q1 | $7.14M | Buy |
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|
2024
Q4 | $5.31M | Buy |
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|
2024
Q3 | $4.59M | Buy |
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|
2024
Q2 | $4.04M | Buy |
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|
2024
Q1 | $4.1M | Sell |
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|
2023
Q4 | $4.17M | Sell |
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|
2023
Q3 | $4.16M | Sell |
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|
2023
Q2 | $5M | Buy |
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|
2023
Q1 | $5.6M | Buy |
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|
2022
Q4 | $4.42M | Buy |
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|
2022
Q3 | $3.54M | Buy |
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|
2022
Q2 | $4.2M | Sell |
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|
2022
Q1 | $4.14M | Sell |
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|
2021
Q4 | $6.14M | Sell |
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|
2021
Q3 | $5.82M | Sell |
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|
2021
Q2 | $6.33M | Sell |
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|
2021
Q1 | $5.77M | Sell |
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|
2020
Q4 | $4.99M | Sell |
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|
2020
Q3 | $4.86M | Sell |
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|
2020
Q2 | $4.95M | Sell |
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|
2020
Q1 | $4.86M | Sell |
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|
2019
Q4 | $10.2M | Buy |
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|
2019
Q3 | $11.2M | Buy |
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|
2019
Q2 | $9.25M | Buy |
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|
2019
Q1 | $9.33M | Buy |
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|
2018
Q4 | $8.58M | Sell |
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|
2018
Q3 | $8.96M | Buy |
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|
2018
Q2 | $8.4M | Sell |
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|
2018
Q1 | $7.17M | Buy |
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|
2017
Q4 | $7.57M | Buy |
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|
2017
Q3 | $7.5M | Sell |
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|
2017
Q2 | $7.85M | Sell |
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|
2017
Q1 | $8.08M | Sell |
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|
2016
Q4 | $7.57M | Buy |
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|
2016
Q3 | $7.34M | Sell |
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|
2016
Q2 | $7.55M | Buy |
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|
2016
Q1 | $6.63M | Buy |
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|
2015
Q4 | $5.52M | Sell |
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|
2015
Q3 | $5.73M | Sell |
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|
2015
Q2 | $5.69M | Buy |
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|
2015
Q1 | $5.21M | Buy |
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|
2014
Q4 | $5.39M | Buy |
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|
2014
Q3 | $4.54M | Buy |
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|
2014
Q2 | $4.33M | Sell |
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|
2014
Q1 | $4M | Sell |
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|
2013
Q4 | $3.9M | Buy |
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|
2013
Q3 | $3.65M | Sell |
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|
2013
Q2 | $3.67M | Buy |
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