True Wealth Design’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.3K | Buy |
474
+3
| +0.6% | +$109 | 0.01% | 420 |
|
|
2025
Q1 | $15.6K | Buy |
471
+2
| +0.4% | +$66 | 0.01% | 380 |
|
|
2024
Q4 | $13.2K | Hold |
469
| – | – | 0.01% | 378 |
|
|
2024
Q3 | $11.7K | Buy |
+469
| New | +$11.7K | ﹤0.01% | 393 |
|
|
2023
Q3 | – | Sell |
-2
| Closed | -$54 | – | 815 |
|
|
2023
Q2 | $54 | Hold |
2
| – | – | ﹤0.01% | 752 |
|
|
2023
Q1 | $70 | Buy |
2
+1
| +100% | +$35 | ﹤0.01% | 820 |
|
|
2022
Q4 | $37 | Buy |
+1
| New | +$37 | ﹤0.01% | 783 |
|