United Services Automobile Association’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 | – | Sell |
|
|||||
|
2025
Q1 | $451K | Hold |
|
|||||
|
2024
Q4 | $387K | Hold |
|
|||||
|
2024
Q3 | $343K | Sell |
|
|||||
|
2024
Q2 | $388K | Buy |
|
|||||
|
2024
Q1 | $381K | Hold |
|
|||||
|
2023
Q4 | $382K | Buy |
|
|||||
|
2023
Q3 | $334K | Buy |
|
|||||
|
2023
Q2 | $365K | Buy |
|
|||||
|
2023
Q1 | $452K | Sell |
|
|||||
|
2022
Q4 | $856K | Hold |
|
|||||
|
2022
Q3 | $747K | Buy |
|
|||||
|
2022
Q2 | $866K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $340K | Sell |
|
|||||
|
2019
Q2 | $1.76M | Sell |
|
|||||
|
2019
Q1 | $7.2M | Hold |
|
|||||
|
2018
Q4 | $6.93M | Buy |
|
|||||
|
2018
Q3 | $1.86M | Hold |
|
|||||
|
2018
Q2 | $1.75M | Buy |
|
|||||
|
2018
Q1 | $1.41M | Sell |
|
|||||
|
2017
Q4 | $2.89M | Buy |
|
|||||
|
2017
Q3 | $2.71M | Buy |
|
|||||
|
2017
Q2 | $1.43M | Hold |
|
|||||
|
2017
Q1 | $1.46M | Buy |
|
|||||
|
2016
Q4 | $1.11M | Sell |
|
|||||
|
2016
Q3 | $2.18M | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $658K | Sell |
|
|||||
|
2015
Q3 | $689K | Hold |
|
|||||
|
2015
Q2 | $682K | Hold |
|
|||||
|
2015
Q1 | $645K | Buy |
|
|||||
|
2014
Q2 | – | Sell |
|
|||||
|
2014
Q1 | $379K | Hold |
|
|||||
|
2013
Q4 | $344K | Buy |
|
|||||
|
2013
Q3 | $203K | Buy |
|