Smartleaf Asset Management’s UGI UGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.5K | Buy |
1,701
+92
| +6% | +$3.32K | 0.01% | 1080 |
|
|
2025
Q1 | $52.9K | Buy |
1,609
+6
| +0.4% | +$197 | 0.01% | 1119 |
|
|
2024
Q4 | $45.1K | Buy |
1,603
+25
| +2% | +$704 | ﹤0.01% | 1228 |
|
|
2024
Q3 | $39.3K | Sell |
1,578
-5,031
| -76% | -$125K | ﹤0.01% | 1000 |
|
|
2024
Q2 | $150K | Buy |
6,609
+5,388
| +441% | +$122K | 0.02% | 457 |
|
|
2024
Q1 | $29.5K | Buy |
+1,221
| New | +$29.5K | 0.01% | 779 |
|