UMB Bank’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95.7K | Buy |
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|
2025
Q1 | $80.8K | Buy |
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|
2024
Q4 | $38K | Buy |
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|
2024
Q3 | $20.1K | Buy |
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|
2024
Q2 | $5.2K | Sell |
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|
2024
Q1 | $12.1K | Buy |
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|
2023
Q4 | $7.82K | Sell |
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|
2023
Q3 | $8.23K | Hold |
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|
2023
Q2 | $9.65K | Hold |
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|
2023
Q1 | $12.4K | Hold |
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|
2022
Q4 | $13K | Sell |
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|
2022
Q3 | $19K | Hold |
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|
2022
Q2 | $23K | Sell |
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|
2022
Q1 | $23K | Sell |
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|
2021
Q4 | $34K | Buy |
|