Venturi Wealth Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,749
| Closed | -$106K | – | 1749 |
|
|
2024
Q4 | $106K | Buy |
3,749
+491
| +15% | +$13.9K | 0.01% | 746 |
|
|
2024
Q3 | $81.5K | Buy |
3,258
+3,059
| +1,537% | +$76.5K | ﹤0.01% | 624 |
|
|
2024
Q2 | $4.56K | Buy |
199
+36
| +22% | +$825 | ﹤0.01% | 1253 |
|
|
2024
Q1 | $4K | Buy |
163
+28
| +21% | +$687 | ﹤0.01% | 1138 |
|
|
2023
Q4 | $3.32K | Buy |
+135
| New | +$3.32K | ﹤0.01% | 1113 |
|