Wealth Enhancement Advisory Services’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Buy |
33,998
+758
| +2% | +$26.8K | ﹤0.01% | 1638 |
|
|
2025
Q1 | $1.1M | Sell |
33,240
-1,292
| -4% | -$42.7K | ﹤0.01% | 1553 |
|
|
2024
Q4 | $975K | Buy |
34,532
+7,643
| +28% | +$216K | ﹤0.01% | 1548 |
|
|
2024
Q3 | $673K | Buy |
26,889
+3,117
| +13% | +$78K | ﹤0.01% | 1614 |
|
|
2024
Q2 | $544K | Buy |
23,772
+928
| +4% | +$21.3K | ﹤0.01% | 1598 |
|
|
2024
Q1 | $561K | Buy |
22,844
+4,597
| +25% | +$113K | ﹤0.01% | 1513 |
|
|
2023
Q4 | $449K | Sell |
18,247
-5,433
| -23% | -$134K | ﹤0.01% | 1569 |
|
|
2023
Q3 | $545K | Sell |
23,680
-4,416
| -16% | -$102K | ﹤0.01% | 1377 |
|
|
2023
Q2 | $758K | Buy |
+28,096
| New | +$758K | 0.01% | 303 |
|
|
2018
Q2 | – | Sell |
-20,051
| Closed | -$897K | – | 195 |
|
|
2018
Q1 | $897K | Buy |
+20,051
| New | +$897K | 0.06% | 121 |
|