Beirne Wealth Consulting Services’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 | $258K | Hold |
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|
2025
Q1 | $235K | Sell |
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|
2024
Q4 | $215K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $211K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $234K | Hold |
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|
2022
Q1 | $219K | Hold |
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|
2021
Q4 | $278K | Hold |
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|
2021
Q3 | $258K | Hold |
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|
2021
Q2 | $280K | Hold |
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|
2021
Q1 | $248K | Hold |
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|
2020
Q4 | $212K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $273K | Hold |
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|
2019
Q3 | $304K | Hold |
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|
2019
Q2 | $322K | Hold |
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|
2019
Q1 | $334K | Hold |
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|
2018
Q4 | $322K | Buy |
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