Transcendent Capital Group’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,567
| Closed | -$44.2K | – | 393 |
|
|
2024
Q4 | $44.2K | Hold |
1,567
| – | – | 0.02% | 203 |
|
|
2024
Q3 | $39.2K | Hold |
1,567
| – | – | 0.02% | 227 |
|
|
2024
Q2 | $35.9K | Hold |
1,567
| – | – | 0.02% | 216 |
|
|
2024
Q1 | $38.5K | Hold |
1,567
| – | – | 0.02% | 208 |
|
|
2023
Q4 | $38.5K | Buy |
+1,567
| New | +$38.5K | 0.03% | 163 |
|