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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $373K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $234K | Buy |
|
|||||
|
2019
Q2 | $223K | Sell |
|
|||||
|
2019
Q1 | $236K | Sell |
|
|||||
|
2018
Q4 | $305K | Buy |
|
|||||
|
2018
Q3 | $299K | Buy |
|
|||||
|
2018
Q2 | $259K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $1.03M | Buy |
|
|||||
|
2017
Q1 | $360K | Sell |
|
|||||
|
2016
Q4 | $358K | Sell |
|
|||||
|
2016
Q3 | $1.25M | Sell |
|
|||||
|
2016
Q2 | $1.71M | Buy |
|
|||||
|
2016
Q1 | $1.25M | Buy |
|
|||||
|
2015
Q4 | $1M | Buy |
|
|||||
|
2015
Q3 | $959K | Buy |
|
|||||
|
2015
Q2 | $821K | Buy |
|
|||||
|
2015
Q1 | $394K | Sell |
|
|||||
|
2014
Q4 | $437K | Buy |
|
|||||
|
2014
Q3 | $287K | Buy |
|