Rothschild Investment LLC’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09K | Sell |
30
-10
| -25% | -$364 | ﹤0.01% | 2424 |
|
|
2025
Q1 | $1.32K | Buy |
40
+15
| +60% | +$496 | ﹤0.01% | 2171 |
|
|
2024
Q4 | $706 | Hold |
25
| – | – | ﹤0.01% | 2401 |
|
|
2024
Q3 | $626 | Buy |
25
+5
| +25% | +$125 | ﹤0.01% | 2404 |
|
|
2024
Q2 | $458 | Hold |
20
| – | – | ﹤0.01% | 2073 |
|
|
2024
Q1 | $491 | Hold |
20
| – | – | ﹤0.01% | 1365 |
|
|
2023
Q4 | $492 | Buy |
+20
| New | +$492 | ﹤0.01% | 1231 |
|
|
2014
Q4 | – | Sell |
-7,350
| Closed | -$251K | – | 513 |
|
|
2014
Q3 | $251K | Hold |
7,350
| – | – | 0.03% | 407 |
|
|
2014
Q2 | $247K | Hold |
7,350
| – | – | 0.03% | 366 |
|
|
2014
Q1 | $223K | Hold |
7,350
| – | – | 0.03% | 370 |
|
|
2013
Q4 | $203K | Buy |
+7,350
| New | +$203K | 0.03% | 383 |
|