TwinBeech Capital’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-208,683
| Closed | -$5.12M | – | 793 |
|
|
2024
Q1 | $5.12M | Buy |
+208,683
| New | +$5.12M | 0.11% | 209 |
|
|
2023
Q4 | – | Sell |
-169,472
| Closed | -$3.9M | – | 911 |
|
|
2023
Q3 | $3.9M | Sell |
169,472
-184,682
| -52% | -$4.25M | 0.07% | 304 |
|
|
2023
Q2 | $9.55M | Buy |
354,154
+331,672
| +1,475% | +$8.95M | 0.19% | 150 |
|
|
2023
Q1 | $781K | Buy |
+22,482
| New | +$781K | 0.02% | 476 |
|
|
2022
Q4 | – | Sell |
-9,628
| Closed | -$311K | – | 946 |
|
|
2022
Q3 | $311K | Buy |
+9,628
| New | +$311K | 0.01% | 563 |
|
|
2022
Q2 | – | Sell |
-9,273
| Closed | -$336K | – | 741 |
|
|
2022
Q1 | $336K | Buy |
+9,273
| New | +$336K | 0.01% | 422 |
|
|
2020
Q2 | – | Sell |
-36,921
| Closed | -$985K | – | 498 |
|
|
2020
Q1 | $985K | Buy |
+36,921
| New | +$985K | 0.39% | 85 |
|