WesBanco Bank’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393K | Buy |
10,789
+4,000
| +59% | +$146K | 0.01% | 521 |
|
|
2025
Q1 | $225K | Buy |
+6,789
| New | +$225K | 0.01% | 575 |
|
|
2023
Q2 | – | Sell |
-7,216
| Closed | -$251K | – | 601 |
|
|
2023
Q1 | $251K | Hold |
7,216
| – | – | 0.01% | 520 |
|
|
2022
Q4 | $267K | Buy |
+7,216
| New | +$267K | 0.01% | 510 |
|
|
2022
Q3 | – | Sell |
-8,109
| Closed | -$314K | – | 517 |
|
|
2022
Q2 | $314K | Hold |
8,109
| – | – | 0.01% | 462 |
|
|
2022
Q1 | $294K | Hold |
8,109
| – | – | 0.01% | 496 |
|
|
2021
Q4 | $373K | Sell |
8,109
-191
| -2% | -$8.79K | 0.01% | 464 |
|
|
2021
Q3 | $353K | Hold |
8,300
| – | – | 0.01% | 475 |
|
|
2021
Q2 | $384K | Sell |
8,300
-450
| -5% | -$20.8K | 0.01% | 454 |
|
|
2021
Q1 | $359K | Buy |
+8,750
| New | +$359K | 0.01% | 442 |
|
|
2020
Q3 | $322K | Sell |
9,750
-456
| -4% | -$15.1K | 0.01% | 411 |
|
|
2020
Q2 | $324K | Sell |
10,206
-252
| -2% | -$8K | 0.02% | 409 |
|
|
2020
Q1 | $279K | Sell |
10,458
-500
| -5% | -$13.3K | 0.02% | 404 |
|
|
2019
Q4 | $495K | Hold |
10,958
| – | – | 0.02% | 375 |
|
|
2019
Q3 | $551K | Buy |
10,958
+120
| +1% | +$6.03K | 0.03% | 355 |
|
|
2019
Q2 | $579K | Hold |
10,838
| – | – | 0.03% | 343 |
|
|
2019
Q1 | $600K | Sell |
10,838
-125
| -1% | -$6.92K | 0.03% | 336 |
|
|
2018
Q4 | $585K | Sell |
10,963
-1,000
| -8% | -$53.4K | 0.03% | 298 |
|
|
2018
Q3 | $664K | Hold |
11,963
| – | – | 0.03% | 324 |
|
|
2018
Q2 | $622K | Sell |
11,963
-1,400
| -10% | -$72.8K | 0.03% | 320 |
|
|
2018
Q1 | $594K | Hold |
13,363
| – | – | 0.03% | 334 |
|
|
2017
Q4 | $627K | Buy |
13,363
+50
| +0.4% | +$2.35K | 0.04% | 229 |
|
|
2017
Q3 | $624K | Hold |
13,313
| – | – | 0.03% | 317 |
|
|
2017
Q2 | $644K | Sell |
13,313
-201
| -1% | -$9.72K | 0.04% | 301 |
|
|
2017
Q1 | $668K | Hold |
13,514
| – | – | 0.04% | 291 |
|
|
2016
Q4 | $623K | Sell |
13,514
-252
| -2% | -$11.6K | 0.04% | 294 |
|
|
2016
Q3 | $623K | Hold |
13,766
| – | – | 0.04% | 295 |
|
|
2016
Q2 | $623K | Sell |
13,766
-1,087
| -7% | -$49.2K | 0.04% | 290 |
|
|
2016
Q1 | $599K | Hold |
14,853
| – | – | 0.04% | 288 |
|
|
2015
Q4 | $502K | Buy |
14,853
+832
| +6% | +$28.1K | 0.03% | 308 |
|
|
2015
Q3 | $489K | Hold |
14,021
| – | – | 0.03% | 308 |
|
|
2015
Q2 | $483K | Sell |
14,021
-28
| -0.2% | -$965 | 0.03% | 334 |
|
|
2015
Q1 | $458K | Sell |
14,049
-497
| -3% | -$16.2K | 0.03% | 347 |
|
|
2014
Q4 | $553K | Hold |
14,546
| – | – | 0.03% | 320 |
|
|
2014
Q3 | $495K | Buy |
14,546
+234
| +2% | +$7.96K | 0.03% | 339 |
|
|
2014
Q2 | $481K | Sell |
14,312
-36
| -0.3% | -$1.21K | 0.03% | 339 |
|
|
2014
Q1 | $436K | Hold |
14,348
| – | – | 0.02% | 357 |
|
|
2013
Q4 | $397K | Hold |
14,348
| – | – | 0.02% | 367 |
|
|
2013
Q3 | $374K | Hold |
14,348
| – | – | 0.02% | 381 |
|
|
2013
Q2 | $374K | Buy |
+14,348
| New | +$374K | 0.02% | 367 |
|