Spire Wealth 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
Q3 | $65.2K | Buy |
|
|||||
|
2025
Q2 | $16.4K | Sell |
|
|||||
|
2025
Q1 | $73.9K | Buy |
|
|||||
|
2024
Q4 | $1.55K | Buy |
|
|||||
|
2024
Q3 | $1K | Buy |
|
|||||
|
2024
Q2 | $641 | Buy |
|
|||||
|
2024
Q1 | $515 | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $23K | Sell |
|
|||||
|
2023
Q2 | $47.5K | Sell |
|
|||||
|
2023
Q1 | $90.1K | Buy |
|
|||||
|
2022
Q4 | $61K | Buy |
|
|||||
|
2022
Q3 | $21K | Sell |
|
|||||
|
2022
Q2 | $314K | Buy |
|
|||||
|
2022
Q1 | $124K | Sell |
|
|||||
|
2021
Q4 | $393K | Buy |
|
|||||
|
2021
Q3 | $103K | Buy |
|
|||||
|
2021
Q2 | $30K | Sell |
|
|||||
|
2021
Q1 | $289K | Buy |
|