AOWM
Alpha Omega Wealth Management’s UGI UGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $552K | Buy |
15,154
+1
| +0% | +$36 | 0.1% | 143 |
|
|
2025
Q1 | $501K | Buy |
15,153
+776
| +5% | +$25.7K | 0.1% | 142 |
|
|
2024
Q4 | $406K | Buy |
14,377
+2,798
| +24% | +$79K | 0.08% | 157 |
|
|
2024
Q3 | $290K | Buy |
11,579
+194
| +2% | +$4.85K | 0.05% | 179 |
|
|
2024
Q2 | $261K | Buy |
+11,385
| New | +$261K | 0.05% | 181 |
|