TD Private Client Wealth’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $546 | Hold |
15
| – | – | ﹤0.01% | 1344 |
|
|
2025
Q1 | $496 | Buy |
+15
| New | +$496 | ﹤0.01% | 1338 |
|
|
2023
Q3 | – | Sell |
-25
| Closed | -$674 | – | 1272 |
|
|
2023
Q2 | $674 | Hold |
25
| – | – | ﹤0.01% | 1230 |
|
|
2023
Q1 | $869 | Hold |
25
| – | – | ﹤0.01% | 1199 |
|
|
2022
Q4 | $927 | Hold |
25
| – | – | ﹤0.01% | 1150 |
|
|
2022
Q3 | $808 | Hold |
25
| – | – | ﹤0.01% | 1170 |
|
|
2022
Q2 | $965 | Hold |
25
| – | – | ﹤0.01% | 1173 |
|
|
2022
Q1 | $906 | Hold |
25
| – | – | ﹤0.01% | 1215 |
|
|
2021
Q4 | $1.15K | Sell |
25
-63
| -72% | -$2.89K | ﹤0.01% | 1052 |
|
|
2021
Q3 | $3.75K | Hold |
88
| – | – | ﹤0.01% | 977 |
|
|
2021
Q2 | $4.08K | Hold |
88
| – | – | ﹤0.01% | 975 |
|
|
2021
Q1 | $3.61K | Hold |
88
| – | – | ﹤0.01% | 948 |
|
|
2020
Q4 | $3.08K | Sell |
88
-105
| -54% | -$3.67K | ﹤0.01% | 922 |
|
|
2020
Q3 | $6.37K | Hold |
193
| – | – | ﹤0.01% | 822 |
|
|
2020
Q2 | $6.14K | Hold |
193
| – | – | ﹤0.01% | 827 |
|
|
2020
Q1 | $5.15K | Buy |
+193
| New | +$5.15K | ﹤0.01% | 810 |
|