Stone House Investment 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 | $25K | Buy |
|
|||||
|
2025
Q2 | $24.4K | Buy |
|
|||||
|
2025
Q1 | $21.7K | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $17.7K | Hold |
|
|||||
|
2024
Q2 | $16.2K | Hold |
|
|||||
|
2024
Q1 | $17.4K | Hold |
|
|||||
|
2023
Q4 | $17.4K | Hold |
|
|||||
|
2023
Q3 | $16.3K | Hold |
|
|||||
|
2023
Q2 | $19.1K | Hold |
|
|||||
|
2023
Q1 | $24.6K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $39K | Buy |
|