Shelton Capital Management’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 | $280K | Sell |
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|
2025
Q1 | $263K | Sell |
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|
2024
Q4 | $241K | Hold |
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|
2024
Q3 | $214K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $225K | Hold |
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|
2023
Q4 | $226K | Sell |
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|
2023
Q3 | $238K | Hold |
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|
2023
Q2 | $279K | Sell |
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|
2023
Q1 | $373K | Hold |
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|
2022
Q4 | $397K | Sell |
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|
2022
Q3 | $358K | Hold |
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|
2022
Q2 | $428K | Hold |
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|
2022
Q1 | $401K | Hold |
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|
2021
Q4 | $509K | Sell |
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|
2021
Q3 | $496K | Hold |
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|
2021
Q2 | $539K | Hold |
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|
2021
Q1 | $477K | Hold |
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|
2020
Q4 | $407K | Sell |
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|
2020
Q3 | $402K | Hold |
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|
2020
Q2 | $387K | Sell |
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|
2020
Q1 | $353K | Hold |
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|
2019
Q4 | $599K | Buy |
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|
2019
Q3 | $593K | Buy |
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|
2019
Q2 | $630K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $679K | Hold |
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|
2018
Q2 | $637K | Hold |
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|
2018
Q1 | $544K | Sell |
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|
2017
Q4 | $609K | Hold |
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|
2017
Q3 | $608K | Hold |
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|
2017
Q2 | $628K | Hold |
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|
2017
Q1 | $641K | Buy |
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|
2016
Q4 | $457K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $747K | Hold |
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|
2016
Q1 | $666K | Hold |
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|
2015
Q4 | $558K | Hold |
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|
2015
Q3 | $575K | Hold |
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|
2015
Q2 | $569K | Hold |
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|
2015
Q1 | $538K | Sell |
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|
2014
Q4 | $675K | Sell |
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|
2014
Q3 | $654K | Hold |
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|
2014
Q2 | $646K | Hold |
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|
2014
Q1 | $583K | Hold |
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|
2013
Q4 | $530K | Hold |
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|
2013
Q3 | $500K | Hold |
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|
2013
Q2 | $500K | Buy |
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