Y-Intercept (HK)’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Buy |
48,030
+36,855
| +330% | +$1.34M | 0.04% | 670 |
|
|
2025
Q1 | $370K | Sell |
11,175
-18,814
| -63% | -$622K | 0.03% | 833 |
|
|
2024
Q4 | $847K | Sell |
29,989
-87,040
| -74% | -$2.46M | 0.06% | 493 |
|
|
2024
Q3 | $2.93M | Buy |
+117,029
| New | +$2.93M | 0.18% | 129 |
|
|
2024
Q2 | – | Sell |
-51,447
| Closed | -$1.26M | – | 1934 |
|
|
2024
Q1 | $1.26M | Buy |
51,447
+466
| +0.9% | +$11.4K | 0.1% | 293 |
|
|
2023
Q4 | $1.25M | Sell |
50,981
-16,440
| -24% | -$404K | 0.12% | 242 |
|
|
2023
Q3 | $1.55M | Sell |
67,421
-19,104
| -22% | -$439K | 0.15% | 192 |
|
|
2023
Q2 | $2.33M | Buy |
86,525
+51,679
| +148% | +$1.39M | 0.25% | 88 |
|
|
2023
Q1 | $1.21M | Buy |
+34,846
| New | +$1.21M | 0.14% | 207 |
|
|
2022
Q4 | – | Sell |
-14,992
| Closed | -$485K | – | 1359 |
|
|
2022
Q3 | $485K | Sell |
14,992
-17,631
| -54% | -$570K | 0.05% | 551 |
|
|
2022
Q2 | $1.26M | Buy |
+32,623
| New | +$1.26M | 0.17% | 172 |
|
|
2022
Q1 | – | Sell |
-4,745
| Closed | -$218K | – | 965 |
|
|
2021
Q4 | $218K | Buy |
+4,745
| New | +$218K | 0.05% | 493 |
|