Sequoia Financial Advisors’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 | $314K | Sell |
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|
2025
Q2 | $349K | Sell |
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|
2025
Q1 | $338K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $236K | Hold |
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|
2019
Q3 | $263K | Buy |
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|
2019
Q2 | $262K | Hold |
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|
2019
Q1 | $272K | Hold |
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|
2018
Q4 | $262K | Hold |
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|
2018
Q3 | $272K | Hold |
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|
2018
Q2 | $256K | Sell |
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|
2018
Q1 | $219K | Hold |
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|
2017
Q4 | $232K | Hold |
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|
2017
Q3 | $231K | Hold |
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|
2017
Q2 | $239K | Buy |
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|
2017
Q1 | $243K | Hold |
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|
2016
Q4 | $226K | Hold |
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|
2016
Q3 | $222K | Buy |
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