Beaird Harris Wealth Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $81.9K | Hold |
2,250
| – | – | 0.01% | 202 |
|
|
2025
Q1 | $74.4K | Hold |
2,250
| – | – | 0.01% | 191 |
|
|
2024
Q4 | $63.5K | Hold |
2,250
| – | – | 0.01% | 207 |
|
|
2024
Q3 | $56.3K | Hold |
2,250
| – | – | ﹤0.01% | 222 |
|
|
2024
Q2 | $51.5K | Hold |
2,250
| – | – | ﹤0.01% | 219 |
|
|
2024
Q1 | $55.2K | Hold |
2,250
| – | – | 0.01% | 196 |
|
|
2023
Q4 | $55.4K | Hold |
2,250
| – | – | 0.01% | 177 |
|
|
2023
Q3 | $51.8K | Hold |
2,250
| – | – | 0.01% | 170 |
|
|
2023
Q2 | $60.7K | Hold |
2,250
| – | – | 0.01% | 163 |
|
|
2023
Q1 | $78.2K | Sell |
2,250
-57
| -2% | -$1.98K | 0.01% | 143 |
|
|
2022
Q4 | $85.5K | Buy |
2,307
+57
| +3% | +$2.11K | 0.02% | 143 |
|
|
2022
Q3 | $73K | Hold |
2,250
| – | – | 0.02% | 134 |
|
|
2022
Q2 | $87K | Hold |
2,250
| – | – | 0.02% | 106 |
|
|
2022
Q1 | $81K | Hold |
2,250
| – | – | 0.03% | 154 |
|
|
2021
Q4 | $103K | Buy |
+2,250
| New | +$103K | 0.04% | 159 |
|