EverSource Wealth Advisors’s UGI UGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Buy |
9,544
+385
| +4% | +$14K | 0.02% | 596 |
|
|
2025
Q1 | $303K | Buy |
9,159
+1,096
| +14% | +$36.2K | 0.02% | 521 |
|
|
2024
Q4 | $228K | Buy |
8,063
+1,260
| +19% | +$35.6K | 0.01% | 612 |
|
|
2024
Q3 | $170K | Buy |
6,803
+201
| +3% | +$5.03K | 0.01% | 617 |
|
|
2024
Q2 | $164K | Buy |
6,602
+3,980
| +152% | +$98.6K | 0.01% | 628 |
|
|
2024
Q1 | $67K | Sell |
2,622
-507
| -16% | -$13K | 0.01% | 860 |
|
|
2023
Q4 | $77K | Sell |
3,129
-282
| -8% | -$6.94K | 0.01% | 736 |
|
|
2023
Q3 | $78.5K | Buy |
3,411
+1,542
| +83% | +$35.5K | 0.01% | 655 |
|
|
2023
Q2 | $50.4K | Sell |
1,869
-368
| -16% | -$9.93K | 0.01% | 836 |
|
|
2023
Q1 | $77.8K | Sell |
2,237
-400
| -15% | -$13.9K | 0.01% | 633 |
|
|
2022
Q4 | $97.8K | Buy |
2,637
+2,258
| +596% | +$83.7K | 0.01% | 518 |
|
|
2022
Q3 | $12K | Sell |
379
-983
| -72% | -$31.1K | ﹤0.01% | 1080 |
|
|
2022
Q2 | $53K | Buy |
1,362
+1,310
| +2,519% | +$51K | 0.01% | 614 |
|
|
2022
Q1 | $2K | Buy |
+52
| New | +$2K | ﹤0.01% | 1594 |
|