Rothschild Investment LLC’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 | $1.09K | Sell |
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|
2025
Q1 | $1.32K | Buy |
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|
2024
Q4 | $706 | Hold |
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|
2024
Q3 | $626 | Buy |
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|
2024
Q2 | $458 | Hold |
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|
2024
Q1 | $491 | Hold |
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|
2023
Q4 | $492 | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $251K | Hold |
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|
2014
Q2 | $247K | Hold |
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|
2014
Q1 | $223K | Hold |
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|
2013
Q4 | $203K | Buy |
|