William Blair & Company’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 | $233K | Sell |
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|
2025
Q1 | $215K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $228K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $234K | Buy |
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|
2022
Q4 | $247K | Sell |
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|
2022
Q3 | $234K | Buy |
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|
2022
Q2 | $278K | Hold |
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|
2022
Q1 | $261K | Hold |
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|
2021
Q4 | $331K | Buy |
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|
2021
Q3 | $290K | Sell |
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|
2021
Q2 | $362K | Hold |
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|
2021
Q1 | $321K | Sell |
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|
2020
Q4 | $442K | Hold |
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|
2020
Q3 | $417K | Buy |
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|
2020
Q2 | $283K | Sell |
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|
2020
Q1 | $241K | Buy |
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|
2019
Q4 | $299K | Sell |
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|
2019
Q3 | $509K | Buy |
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