Wilmington Savings Fund Society’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $263K | Buy |
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|
2025
Q2 | $261K | Sell |
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|
2025
Q1 | $272K | Sell |
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|
2024
Q4 | $303K | Sell |
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|
2024
Q3 | $278K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $228K | Buy |
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|
2023
Q1 | $265K | Hold |
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|
2022
Q4 | $282K | Hold |
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|
2022
Q3 | $246K | Hold |
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|
2022
Q2 | $294K | Sell |
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|
2022
Q1 | $284K | Sell |
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|
2021
Q4 | $364K | Sell |
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|
2021
Q3 | $375K | Sell |
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|
2021
Q2 | $425K | Hold |
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|
2021
Q1 | $376K | Buy |
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|
2020
Q4 | $314K | Hold |
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|
2020
Q3 | $296K | Buy |
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|
2020
Q2 | $268K | Hold |
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|
2020
Q1 | $225K | Hold |
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|
2019
Q4 | $380K | Sell |
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|
2019
Q3 | $512K | Buy |
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|
2019
Q2 | $247K | Sell |
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|
2019
Q1 | $381K | Sell |
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|
2018
Q4 | $465K | Buy |
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|
2018
Q3 | $322K | Hold |
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|
2018
Q2 | $302K | Hold |
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|
2018
Q1 | $258K | Sell |
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|
2017
Q4 | $285K | Buy |
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|
2017
Q3 | $272K | Buy |
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|
2017
Q2 | $213K | Buy |
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|
2017
Q1 | $215K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $481K | Sell |
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|
2014
Q3 | $577K | Sell |
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|
2014
Q2 | $581K | Buy |
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|
2014
Q1 | $515K | Sell |
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|
2013
Q4 | $542K | Hold |
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|
2013
Q3 | $512K | Sell |
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|
2013
Q2 | $531K | Buy |
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