TCV Trust & 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
Q4 | $203K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $272K | Hold |
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|
2018
Q4 | $261K | Hold |
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|
2018
Q3 | $272K | Hold |
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|
2018
Q2 | $255K | Hold |
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|
2018
Q1 | $218K | Hold |
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|
2017
Q4 | $230K | Hold |
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|
2017
Q3 | $230K | Hold |
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|
2017
Q2 | $237K | Sell |
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|
2017
Q1 | $267K | Buy |
|