Toth Financial Advisory’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82K | Hold |
50
| – | – | ﹤0.01% | 638 |
|
|
2025
Q1 | $1.65K | Sell |
50
-100
| -67% | -$3.31K | ﹤0.01% | 610 |
|
|
2024
Q4 | $4.24K | Buy |
+150
| New | +$4.24K | ﹤0.01% | 521 |
|
|
2019
Q4 | – | Sell |
-40
| Closed | -$2K | – | 521 |
|
|
2019
Q3 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 418 |
|
|
2018
Q1 | – | Sell |
-749
| Closed | -$35K | – | 461 |
|
|
2017
Q4 | $35K | Buy |
+749
| New | +$35K | 0.01% | 232 |
|