Wolverine Trading’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,029
| Closed | -$362K | – | 2356 |
|
|
2025
Q1 | $362K | Sell |
11,029
-1,624
| -13% | -$53.4K | ﹤0.01% | 807 |
|
|
2024
Q4 | $356K | Buy |
+12,653
| New | +$356K | ﹤0.01% | 981 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 2256 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 2197 |
|
|
2024
Q1 | – | Sell |
-14,888
| Closed | -$366K | – | 2206 |
|
|
2023
Q4 | $366K | Sell |
14,888
-5,204
| -26% | -$128K | ﹤0.01% | 812 |
|
|
2023
Q3 | $462K | Buy |
+20,092
| New | +$462K | ﹤0.01% | 612 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 2112 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 2111 |
|
|
2022
Q2 | – | Sell |
-5,640
| Closed | -$206K | – | 2341 |
|
|
2022
Q1 | $206K | Sell |
5,640
-8,210
| -59% | -$300K | ﹤0.01% | 1186 |
|
|
2021
Q4 | $636K | Buy |
+13,850
| New | +$636K | ﹤0.01% | 764 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 2704 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 2620 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 2507 |
|
|
2020
Q4 | – | Sell |
-8,663
| Closed | -$281K | – | 2173 |
|
|
2020
Q3 | $281K | Buy |
8,663
+1,207
| +16% | +$39.2K | ﹤0.01% | 889 |
|
|
2020
Q2 | $236K | Buy |
+7,456
| New | +$236K | ﹤0.01% | 936 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2041 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2007 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 1968 |
|
|
2018
Q4 | – | Sell |
-4,028
| Closed | -$223K | – | 2059 |
|
|
2018
Q3 | $223K | Buy |
+4,028
| New | +$223K | ﹤0.01% | 1202 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 1930 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 2191 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 2125 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 1964 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 1938 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 1985 |
|