Wright Investors Service’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 | $415K | Sell |
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|
2025
Q2 | $1.32M | Sell |
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|
2025
Q1 | $1.22M | Sell |
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|
2024
Q4 | $1.05M | Buy |
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|
2024
Q3 | $919K | Sell |
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|
2024
Q2 | $857K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $306K | Sell |
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|
2023
Q2 | $418K | Sell |
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|
2023
Q1 | $566K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $735K | Buy |
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|
2018
Q3 | $718K | Sell |
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|
2018
Q2 | $747K | Sell |
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|
2018
Q1 | $1.41M | Sell |
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|
2017
Q4 | $2.37M | Sell |
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|
2017
Q3 | $2.43M | Buy |
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|
2017
Q2 | $2.37M | Buy |
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|
2017
Q1 | $2.36M | Buy |
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|
2016
Q4 | $1.9M | Buy |
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|
2016
Q3 | $1.72M | Sell |
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|
2016
Q2 | $1.74M | Buy |
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|
2016
Q1 | $1.47M | Buy |
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|
2015
Q4 | $1.2M | Buy |
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|
2015
Q3 | $1.15M | Buy |
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|
2015
Q2 | $1.14M | Hold |
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|
2015
Q1 | $1.08M | Sell |
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|
2014
Q4 | $1.4M | Sell |
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|
2014
Q3 | $1.34M | Buy |
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|
2014
Q2 | $1.21M | Buy |
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|
2014
Q1 | $944K | Buy |
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|
2013
Q4 | $325K | Sell |
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|
2013
Q3 | $313K | Sell |
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|
2013
Q2 | $591K | Buy |
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