RPG Investment Advisory’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 | $10.5M | Sell |
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|
2025
Q1 | $19.2M | Buy |
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|
2024
Q4 | $8.08M | Buy |
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|
2024
Q3 | $7.15M | Buy |
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|
2024
Q2 | $6.03M | Buy |
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|
2024
Q1 | $6.05M | Buy |
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|
2023
Q4 | $5.01M | Buy |
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|
2023
Q3 | $4.15M | Buy |
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|
2023
Q2 | $4.5M | Buy |
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|
2023
Q1 | $5.67M | Buy |
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|
2022
Q4 | $6.02M | Buy |
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|
2022
Q3 | $5.19M | Buy |
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|
2022
Q2 | $6.17M | Buy |
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|
2022
Q1 | $5.78M | Buy |
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|
2021
Q4 | $7.27M | Buy |
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|
2021
Q3 | $6.71M | Buy |
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|
2021
Q2 | $1.22M | Buy |
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|
2021
Q1 | $1.02M | Sell |
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|
2020
Q4 | $929K | Sell |
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|
2020
Q3 | $893K | Hold |
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|
2020
Q2 | $860K | Sell |
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|
2020
Q1 | $742K | Sell |
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|
2019
Q4 | $1.32M | Buy |
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|
2019
Q3 | $1.12M | Buy |
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