SJS Investment Consulting’s UGI UGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $729 | Sell |
20
-9
| -31% | -$328 | ﹤0.01% | 978 |
|
|
2025
Q1 | $960 | Buy |
29
+4
| +16% | +$132 | ﹤0.01% | 1014 |
|
|
2024
Q4 | $706 | Sell |
25
-5
| -17% | -$141 | ﹤0.01% | 1124 |
|
|
2024
Q3 | $751 | Hold |
30
| – | – | ﹤0.01% | 1171 |
|
|
2024
Q2 | $687 | Buy |
30
+8
| +36% | +$183 | ﹤0.01% | 1174 |
|
|
2024
Q1 | $540 | Buy |
22
+1
| +5% | +$25 | ﹤0.01% | 1262 |
|
|
2023
Q4 | $517 | Sell |
21
-2
| -9% | -$49 | ﹤0.01% | 1240 |
|
|
2023
Q3 | $529 | Sell |
23
-3
| -12% | -$69 | ﹤0.01% | 1198 |
|
|
2023
Q2 | $702 | Buy |
26
+4
| +18% | +$108 | ﹤0.01% | 1039 |
|
|
2023
Q1 | $765 | Sell |
22
-9
| -29% | -$313 | ﹤0.01% | 999 |
|
|
2022
Q4 | $1.15K | Sell |
31
-4
| -11% | -$148 | ﹤0.01% | 873 |
|
|
2022
Q3 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 932 |
|
|
2022
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1340 |
|