Zacks Investment Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
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|
2025
Q1 | $993K | Buy |
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|
2024
Q4 | $777K | Sell |
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|
2024
Q3 | $790K | Buy |
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|
2024
Q2 | $220K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $4.72M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $30.1M | Sell |
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|
2021
Q3 | $29.6M | Buy |
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|
2021
Q2 | $31.2M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2.4M | Sell |
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|
2018
Q3 | $3.87M | Buy |
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|
2018
Q2 | $3.5M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $255K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $806K | Sell |
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|
2015
Q3 | $1.01M | Sell |
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|
2015
Q2 | $1.01M | Buy |
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