Beaird Harris 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
Q2 | $81.9K | Hold |
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|
2025
Q1 | $74.4K | Hold |
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|
2024
Q4 | $63.5K | Hold |
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|
2024
Q3 | $56.3K | Hold |
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|
2024
Q2 | $51.5K | Hold |
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|
2024
Q1 | $55.2K | Hold |
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|
2023
Q4 | $55.4K | Hold |
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|
2023
Q3 | $51.8K | Hold |
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|
2023
Q2 | $60.7K | Hold |
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|
2023
Q1 | $78.2K | Sell |
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|
2022
Q4 | $85.5K | Buy |
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|
2022
Q3 | $73K | Hold |
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|
2022
Q2 | $87K | Hold |
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|
2022
Q1 | $81K | Hold |
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|
2021
Q4 | $103K | Buy |
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