WBI Investments’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $943K | Sell |
25,884
-55,003
| -68% | -$2M | 0.24% | 119 |
|
|
2025
Q1 | $2.67M | Buy |
80,887
+36,140
| +81% | +$1.2M | 0.7% | 33 |
|
|
2024
Q4 | $1.26M | Sell |
44,747
-31,008
| -41% | -$875K | 0.32% | 95 |
|
|
2024
Q3 | $1.9M | Buy |
+75,755
| New | +$1.9M | 0.46% | 58 |
|
|
2024
Q2 | – | Sell |
-102,546
| Closed | -$2.52M | – | 231 |
|
|
2024
Q1 | $2.52M | Buy |
+102,546
| New | +$2.52M | 0.52% | 43 |
|
|
2020
Q4 | – | Sell |
-132,764
| Closed | -$4.38M | – | 200 |
|
|
2020
Q3 | $4.38M | Buy |
+132,764
| New | +$4.38M | 0.67% | 46 |
|
|
2015
Q4 | – | Sell |
-87,859
| Closed | -$3.06M | – | 259 |
|
|
2015
Q3 | $3.06M | Sell |
87,859
-6,719
| -7% | -$234K | 0.11% | 89 |
|
|
2015
Q2 | $3.26M | Buy |
+94,578
| New | +$3.26M | 0.08% | 162 |
|