Wealthcare Advisory Partners’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $713K | Sell |
19,568
-297
| -1% | -$10.8K | 0.02% | 554 |
|
|
2025
Q1 | $657K | Buy |
19,865
+267
| +1% | +$8.83K | 0.02% | 530 |
|
|
2024
Q4 | $553K | Sell |
19,598
-2
| -0% | -$56 | 0.02% | 544 |
|
|
2024
Q3 | $490K | Buy |
+19,600
| New | +$490K | 0.01% | 573 |
|
|
2021
Q2 | – | Sell |
-3,528
| Closed | -$145K | – | 1780 |
|
|
2021
Q1 | $145K | Buy |
+3,528
| New | +$145K | 0.01% | 558 |
|
|
2019
Q4 | – | Sell |
-475
| Closed | -$24K | – | 1439 |
|
|
2019
Q3 | $24K | Buy |
+475
| New | +$24K | ﹤0.01% | 706 |
|