Wealthspire Advisors (New York)’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $933K | Buy |
25,621
+8,047
| +46% | +$293K | 0.01% | 404 |
|
|
2025
Q1 | $581K | Buy |
17,574
+323
| +2% | +$10.7K | ﹤0.01% | 482 |
|
|
2024
Q4 | $487K | Buy |
17,251
+736
| +4% | +$20.8K | ﹤0.01% | 522 |
|
|
2024
Q3 | $413K | Sell |
16,515
-1,871
| -10% | -$46.8K | ﹤0.01% | 542 |
|
|
2024
Q2 | $421K | Buy |
18,386
+83
| +0.5% | +$1.9K | 0.01% | 461 |
|
|
2024
Q1 | $449K | Hold |
18,303
| – | – | 0.01% | 440 |
|
|
2023
Q4 | $450K | Hold |
18,303
| – | – | 0.01% | 432 |
|
|
2023
Q3 | $421K | Hold |
18,303
| – | – | 0.01% | 422 |
|
|
2023
Q2 | $494K | Hold |
18,303
| – | – | 0.01% | 369 |
|
|
2023
Q1 | $636K | Sell |
18,303
-303
| -2% | -$10.5K | 0.01% | 318 |
|
|
2022
Q4 | $690K | Buy |
18,606
+303
| +2% | +$11.2K | 0.01% | 329 |
|
|
2022
Q3 | $592K | Buy |
18,303
+53
| +0.3% | +$1.71K | 0.01% | 303 |
|
|
2022
Q2 | $705K | Buy |
+18,250
| New | +$705K | 0.01% | 264 |
|