Williams Jones & Associates’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $705K | Hold |
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|
2019
Q1 | $732K | Hold |
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|
2018
Q4 | $704K | Hold |
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|
2018
Q3 | $732K | Hold |
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|
2018
Q2 | $687K | Hold |
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|
2018
Q1 | $586K | Hold |
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|
2017
Q4 | $620K | Hold |
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|
2017
Q3 | $619K | Hold |
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|
2017
Q2 | $639K | Hold |
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|
2017
Q1 | $652K | Hold |
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|
2016
Q4 | $608K | Hold |
|
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|
2016
Q3 | $597K | Hold |
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|
2016
Q2 | $597K | Hold |
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|
2016
Q1 | $532K | Hold |
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|
2015
Q4 | $446K | Hold |
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|
2015
Q3 | $460K | Sell |
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|
2015
Q2 | $1.23M | Hold |
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|
2015
Q1 | $1.16M | Hold |
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|
2014
Q4 | $1.36M | Hold |
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|
2014
Q3 | $1.22M | Hold |
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|
2014
Q2 | $1.2M | Sell |
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|
2014
Q1 | $2.17M | Buy |
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|
2013
Q4 | $987K | Hold |
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|
2013
Q3 | $931K | Hold |
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|
2013
Q2 | $931K | Buy |
|