Wealthspire Advisors (New York)’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $933K | Buy |
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|
2025
Q1 | $581K | Buy |
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|
2024
Q4 | $487K | Buy |
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|
2024
Q3 | $413K | Sell |
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|
2024
Q2 | $421K | Buy |
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|
2024
Q1 | $449K | Hold |
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|
2023
Q4 | $450K | Hold |
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|
2023
Q3 | $421K | Hold |
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|
2023
Q2 | $494K | Hold |
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|
2023
Q1 | $636K | Sell |
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|
2022
Q4 | $690K | Buy |
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|
2022
Q3 | $592K | Buy |
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|
2022
Q2 | $705K | Buy |
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