Stone House Investment 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 | $24.4K | Buy |
671
+14
| +2% | +$510 | ﹤0.01% | 201 |
|
|
2025
Q1 | $21.7K | Buy |
+657
| New | +$21.7K | ﹤0.01% | 203 |
|
|
2024
Q4 | – | Sell |
-708
| Closed | -$17.7K | – | 333 |
|
|
2024
Q3 | $17.7K | Hold |
708
| – | – | ﹤0.01% | 186 |
|
|
2024
Q2 | $16.2K | Hold |
708
| – | – | ﹤0.01% | 194 |
|
|
2024
Q1 | $17.4K | Hold |
708
| – | – | ﹤0.01% | 199 |
|
|
2023
Q4 | $17.4K | Hold |
708
| – | – | 0.01% | 128 |
|
|
2023
Q3 | $16.3K | Hold |
708
| – | – | 0.01% | 129 |
|
|
2023
Q2 | $19.1K | Hold |
708
| – | – | 0.01% | 122 |
|
|
2023
Q1 | $24.6K | Buy |
+708
| New | +$24.6K | 0.01% | 115 |
|
|
2019
Q2 | – | Sell |
-705
| Closed | -$39K | – | 193 |
|
|
2019
Q1 | $39K | Buy |
+705
| New | +$39K | 0.02% | 104 |
|