EverSource Wealth Advisors’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 | $348K | Buy |
|
|||||
|
2025
Q1 | $303K | Buy |
|
|||||
|
2024
Q4 | $228K | Buy |
|
|||||
|
2024
Q3 | $170K | Buy |
|
|||||
|
2024
Q2 | $164K | Buy |
|
|||||
|
2024
Q1 | $67K | Sell |
|
|||||
|
2023
Q4 | $77K | Sell |
|
|||||
|
2023
Q3 | $78.5K | Buy |
|
|||||
|
2023
Q2 | $50.4K | Sell |
|
|||||
|
2023
Q1 | $77.8K | Sell |
|
|||||
|
2022
Q4 | $97.8K | Buy |
|
|||||
|
2022
Q3 | $12K | Sell |
|
|||||
|
2022
Q2 | $53K | Buy |
|
|||||
|
2022
Q1 | $2K | Buy |
|