Veritable’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $267K | Sell |
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|
2023
Q1 | $426K | Buy |
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|
2022
Q4 | $452K | Buy |
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|
2022
Q3 | $358K | Sell |
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|
2022
Q2 | $439K | Sell |
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|
2022
Q1 | $422K | Buy |
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|
2021
Q4 | $446K | Sell |
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|
2021
Q3 | $417K | Sell |
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|
2021
Q2 | $457K | Sell |
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|
2021
Q1 | $456K | Sell |
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|
2020
Q4 | $407K | Sell |
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|
2020
Q3 | $384K | Sell |
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|
2020
Q2 | $384K | Sell |
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|
2020
Q1 | $361K | Sell |
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|
2019
Q4 | $676K | Buy |
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|
2019
Q3 | $708K | Buy |
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|
2019
Q2 | $729K | Sell |
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|
2019
Q1 | $757K | Buy |
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|
2018
Q4 | $728K | Sell |
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|
2018
Q3 | $765K | Buy |
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|
2018
Q2 | $715K | Sell |
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|
2018
Q1 | $622K | Buy |
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|
2017
Q4 | $656K | Buy |
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|
2017
Q3 | $587K | Hold |
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|
2017
Q2 | $607K | Buy |
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|
2017
Q1 | $613K | Hold |
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|
2016
Q4 | $572K | Hold |
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|
2016
Q3 | $562K | Buy |
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|
2016
Q2 | $557K | Buy |
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|
2016
Q1 | $466K | Buy |
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|
2015
Q4 | $384K | Buy |
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|
2015
Q3 | $393K | Buy |
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|
2015
Q2 | $386K | Sell |
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|
2015
Q1 | $385K | Buy |
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|
2014
Q4 | $446K | Sell |
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|
2014
Q3 | $402K | Sell |
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|
2014
Q2 | $397K | Buy |
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|
2014
Q1 | $346K | Hold |
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|
2013
Q4 | $314K | Hold |
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|
2013
Q3 | $296K | Hold |
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|
2013
Q2 | $296K | Buy |
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