Swiss Life Asset 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 | $330K | Buy |
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|
2025
Q2 | $202K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $298K | Sell |
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|
2023
Q3 | $677K | Sell |
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|
2023
Q2 | $817K | Sell |
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|
2023
Q1 | $5.32M | Buy |
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|
2022
Q4 | $4.28M | Sell |
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|
2022
Q3 | $6.44M | Sell |
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|
2022
Q2 | $7.72M | Buy |
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|
2022
Q1 | $4.84M | Buy |
|