TD Private Client Wealth’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 | $499 | Hold |
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|
2025
Q2 | $546 | Hold |
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|
2025
Q1 | $496 | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $674 | Hold |
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|
2023
Q1 | $869 | Hold |
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|
2022
Q4 | $927 | Hold |
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|
2022
Q3 | $808 | Hold |
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|
2022
Q2 | $965 | Hold |
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|
2022
Q1 | $906 | Hold |
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|
2021
Q4 | $1.15K | Sell |
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|
2021
Q3 | $3.75K | Hold |
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|
2021
Q2 | $4.08K | Hold |
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|
2021
Q1 | $3.61K | Hold |
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|
2020
Q4 | $3.08K | Sell |
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|
2020
Q3 | $6.37K | Hold |
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|
2020
Q2 | $6.14K | Hold |
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|
2020
Q1 | $5.15K | Buy |
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