Concord Wealth Partners’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $18K | Sell |
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|
2024
Q3 | $31.9K | Buy |
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|
2024
Q2 | $14.6K | Sell |
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|
2024
Q1 | $31.3K | Buy |
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|
2023
Q4 | $15.7K | Sell |
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|
2023
Q3 | $29.3K | Hold |
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|
2023
Q2 | $34.4K | Hold |
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|
2023
Q1 | $44.3K | Sell |
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|
2022
Q4 | $48.1K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $54K | Hold |
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|
2022
Q1 | $51K | Buy |
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|
2021
Q4 | $62K | Buy |
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|
2021
Q3 | $54K | Hold |
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|
2021
Q2 | $59K | Hold |
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|
2021
Q1 | $52K | Hold |
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|
2020
Q4 | $45K | Buy |
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