Spire Wealth Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.4K | Sell |
449
-1,785
| -80% | -$65K | ﹤0.01% | 1582 |
|
|
2025
Q1 | $73.9K | Buy |
2,234
+2,179
| +3,962% | +$72.1K | ﹤0.01% | 1155 |
|
|
2024
Q4 | $1.55K | Buy |
55
+15
| +38% | +$424 | ﹤0.01% | 2297 |
|
|
2024
Q3 | $1K | Buy |
40
+12
| +43% | +$300 | ﹤0.01% | 2095 |
|
|
2024
Q2 | $641 | Buy |
28
+7
| +33% | +$160 | ﹤0.01% | 2169 |
|
|
2024
Q1 | $515 | Buy |
+21
| New | +$515 | ﹤0.01% | 2296 |
|
|
2023
Q4 | – | Sell |
-1,000
| Closed | -$23K | – | 2466 |
|
|
2023
Q3 | $23K | Sell |
1,000
-760
| -43% | -$17.5K | ﹤0.01% | 1450 |
|
|
2023
Q2 | $47.5K | Sell |
1,760
-832
| -32% | -$22.4K | ﹤0.01% | 1218 |
|
|
2023
Q1 | $90.1K | Buy |
2,592
+945
| +57% | +$32.8K | ﹤0.01% | 999 |
|
|
2022
Q4 | $61K | Buy |
1,647
+1,000
| +155% | +$37K | ﹤0.01% | 919 |
|
|
2022
Q3 | $21K | Sell |
647
-7,493
| -92% | -$243K | ﹤0.01% | 1322 |
|
|
2022
Q2 | $314K | Buy |
8,140
+4,723
| +138% | +$182K | 0.01% | 617 |
|
|
2022
Q1 | $124K | Sell |
3,417
-5,145
| -60% | -$187K | ﹤0.01% | 1094 |
|
|
2021
Q4 | $393K | Buy |
8,562
+6,145
| +254% | +$282K | 0.01% | 786 |
|
|
2021
Q3 | $103K | Buy |
2,417
+1,770
| +274% | +$75.4K | ﹤0.01% | 1185 |
|
|
2021
Q2 | $30K | Sell |
647
-6,319
| -91% | -$293K | ﹤0.01% | 1708 |
|
|
2021
Q1 | $289K | Buy |
+6,966
| New | +$289K | 0.01% | 886 |
|