Bartlett & Co Wealth 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
Q3 | $5.42K | Hold |
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|
2025
Q2 | $5.94K | Hold |
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|
2025
Q1 | $5.45K | Hold |
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|
2024
Q4 | $4.66K | Hold |
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|
2024
Q3 | $4.14K | Hold |
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|
2024
Q2 | $3.79K | Hold |
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|
2024
Q1 | $4.06K | Sell |
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|
2023
Q4 | $6.08K | Hold |
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|
2023
Q3 | $5.66K | Hold |
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|
2023
Q2 | $6.62K | Buy |
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|
2023
Q1 | $5.72K | Hold |
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|
2022
Q4 | $6.1K | Hold |
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|
2022
Q3 | $5.33K | Hold |
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|
2022
Q2 | $6.35K | Hold |
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|
2022
Q1 | $5.96K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $7K | Hold |
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|
2021
Q2 | $7.61K | Hold |
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|
2021
Q1 | $6.74K | Hold |
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|
2020
Q4 | $5.7K | Buy |
|