BWCS
Beirne Wealth Consulting Services’s UGI UGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Hold |
7,024
| – | – | 0.08% | 86 |
|
|
2025
Q1 | $235K | Sell |
7,024
-500
| -7% | -$16.7K | 0.08% | 90 |
|
|
2024
Q4 | $215K | Buy |
+7,524
| New | +$215K | 0.08% | 88 |
|
|
2023
Q2 | – | Sell |
-6,000
| Closed | -$211K | – | 102 |
|
|
2023
Q1 | $211K | Buy |
+6,000
| New | +$211K | 0.15% | 89 |
|
|
2022
Q3 | – | Sell |
-6,000
| Closed | -$234K | – | 105 |
|
|
2022
Q2 | $234K | Hold |
6,000
| – | – | 0.15% | 79 |
|
|
2022
Q1 | $219K | Hold |
6,000
| – | – | 0.12% | 87 |
|
|
2021
Q4 | $278K | Hold |
6,000
| – | – | 0.15% | 84 |
|
|
2021
Q3 | $258K | Hold |
6,000
| – | – | 0.15% | 83 |
|
|
2021
Q2 | $280K | Hold |
6,000
| – | – | 0.15% | 80 |
|
|
2021
Q1 | $248K | Hold |
6,000
| – | – | 0.15% | 79 |
|
|
2020
Q4 | $212K | Buy |
+6,000
| New | +$212K | 0.1% | 148 |
|
|
2020
Q1 | – | Sell |
-6,000
| Closed | -$273K | – | 92 |
|
|
2019
Q4 | $273K | Hold |
6,000
| – | – | 0.24% | 68 |
|
|
2019
Q3 | $304K | Hold |
6,000
| – | – | 0.25% | 97 |
|
|
2019
Q2 | $322K | Hold |
6,000
| – | – | 0.29% | 91 |
|
|
2019
Q1 | $334K | Hold |
6,000
| – | – | 0.26% | 124 |
|
|
2018
Q4 | $322K | Buy |
+6,000
| New | +$322K | 0.27% | 113 |
|