United Capital Financial Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $333K | Sell |
9,153
-801
| -8% | -$30.1K | ﹤0.01% | 1289 |
|
|
2025
Q4 | $373K | Buy |
+9,954
| New | +$353K | ﹤0.01% | 1089 |
|
|
2019
Q4 | – | Sell |
-4,647
| Closed | -$234K | – | 1428 |
|
|
2019
Q3 | $234K | Buy |
4,647
+463
| +11% | +$23.1K | ﹤0.01% | 1143 |
|
|
2019
Q2 | $223K | Sell |
4,184
-70
| -2% | -$3.73K | ﹤0.01% | 1335 |
|
|
2019
Q1 | $236K | Sell |
4,254
-1,466
| -26% | -$80.2K | ﹤0.01% | 1218 |
|
|
2018
Q4 | $305K | Buy |
5,720
+331
| +6% | +$18.4K | ﹤0.01% | 1053 |
|
|
2018
Q3 | $299K | Buy |
5,389
+414
| +8% | +$22.3K | ﹤0.01% | 1112 |
|
|
2018
Q2 | $259K | Buy |
+4,975
| New | +$241K | ﹤0.01% | 1143 |
|
|
2017
Q3 | – | Sell |
-21,264
| Closed | -$1.03M | – | 1344 |
|
|
2017
Q2 | $1.03M | Buy |
21,264
+13,974
| +192% | +$695K | 0.01% | 757 |
|
|
2017
Q1 | $360K | Sell |
7,290
-470
| -6% | -$22.3K | ﹤0.01% | 990 |
|
|
2016
Q4 | $358K | Sell |
7,760
-19,891
| -72% | -$890K | ﹤0.01% | 1004 |
|
|
2016
Q3 | $1.25M | Sell |
27,651
-10,410
| -27% | -$475K | 0.01% | 717 |
|
|
2016
Q2 | $1.71M | Buy |
38,061
+7,025
| +23% | +$296K | 0.02% | 591 |
|
|
2016
Q1 | $1.25M | Buy |
31,036
+1,424
| +5% | +$51.6K | 0.01% | 643 |
|
|
2015
Q4 | $1M | Buy |
29,612
+2,071
| +8% | +$71.9K | 0.01% | 698 |
|
|
2015
Q3 | $959K | Buy |
27,541
+3,720
| +16% | +$130K | 0.01% | 704 |
|
|
2015
Q2 | $821K | Buy |
23,821
+12,502
| +110% | +$444K | 0.01% | 768 |
|
|
2015
Q1 | $394K | Sell |
11,319
-191
| -2% | -$6.7K | ﹤0.01% | 993 |
|
|
2014
Q4 | $437K | Buy |
11,510
+3,079
| +37% | +$114K | 0.01% | 863 |
|
|
2014
Q3 | $287K | Buy |
+8,431
| New | +$287K | 0.01% | 943 |
|
Other funds holding UGI
VPM
VCM
SCM
