AEPWM
Atlantic Edge Private Wealth Management’s UGI UGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.6K | Hold |
1,830
| – | – | 0.02% | 188 |
|
|
2025
Q1 | $60.5K | Hold |
1,830
| – | – | 0.02% | 186 |
|
|
2024
Q4 | $51.7K | Hold |
1,830
| – | – | 0.02% | 197 |
|
|
2024
Q3 | $45.8K | Buy |
1,830
+1,000
| +120% | +$25K | 0.01% | 211 |
|
|
2024
Q2 | $19K | Buy |
830
+40
| +5% | +$916 | 0.01% | 256 |
|
|
2024
Q1 | $19.4K | Hold |
790
| – | – | 0.01% | 253 |
|
|
2023
Q4 | $19.4K | Buy |
+790
| New | +$19.4K | 0.01% | 243 |
|