UMB Bank’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95.7K | Buy |
2,629
+187
| +8% | +$6.81K | ﹤0.01% | 855 |
|
|
2025
Q1 | $80.8K | Buy |
2,442
+1,097
| +82% | +$36.3K | ﹤0.01% | 859 |
|
|
2024
Q4 | $38K | Buy |
1,345
+540
| +67% | +$15.2K | ﹤0.01% | 1027 |
|
|
2024
Q3 | $20.1K | Buy |
805
+578
| +255% | +$14.5K | ﹤0.01% | 1230 |
|
|
2024
Q2 | $5.2K | Sell |
227
-268
| -54% | -$6.14K | ﹤0.01% | 1424 |
|
|
2024
Q1 | $12.1K | Buy |
495
+177
| +56% | +$4.34K | ﹤0.01% | 1238 |
|
|
2023
Q4 | $7.82K | Sell |
318
-40
| -11% | -$984 | ﹤0.01% | 1347 |
|
|
2023
Q3 | $8.23K | Hold |
358
| – | – | ﹤0.01% | 1328 |
|
|
2023
Q2 | $9.66K | Hold |
358
| – | – | ﹤0.01% | 1307 |
|
|
2023
Q1 | $12.4K | Hold |
358
| – | – | ﹤0.01% | 1232 |
|
|
2022
Q4 | $13K | Sell |
358
-227
| -39% | -$8.24K | ﹤0.01% | 1227 |
|
|
2022
Q3 | $19K | Hold |
585
| – | – | ﹤0.01% | 1132 |
|
|
2022
Q2 | $23K | Sell |
585
-36
| -6% | -$1.42K | ﹤0.01% | 1132 |
|
|
2022
Q1 | $23K | Sell |
621
-94
| -13% | -$3.48K | ﹤0.01% | 1205 |
|
|
2021
Q4 | $34K | Buy |
+715
| New | +$34K | ﹤0.01% | 1110 |
|