Heritage 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 | $26.2K | Hold |
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|
2025
Q1 | $23.8K | Hold |
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|
2024
Q4 | $20.3K | Hold |
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|
2024
Q3 | $18K | Hold |
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|
2024
Q2 | $16.5K | Hold |
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|
2024
Q1 | $17.7K | Hold |
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|
2023
Q4 | $17.7K | Hold |
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|
2023
Q3 | $16.6K | Hold |
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|
2023
Q2 | $19.4K | Hold |
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|
2023
Q1 | $25K | Hold |
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|
2022
Q4 | $26.7K | Hold |
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|
2022
Q3 | $23.3K | Hold |
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|
2022
Q2 | $28K | Hold |
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|
2022
Q1 | $26K | Hold |
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|
2021
Q4 | $33K | Hold |
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|
2021
Q3 | $30.7K | Hold |
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|
2021
Q2 | $33.3K | Hold |
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|
2021
Q1 | $29.5K | Hold |
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|
2020
Q4 | $25K | Hold |
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|
2020
Q3 | $23.7K | Hold |
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|
2020
Q2 | $22.9K | Hold |
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|
2020
Q1 | $19.2K | Hold |
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|
2019
Q4 | $32.5K | Hold |
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|
2019
Q3 | $36K | Sell |
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|
2019
Q2 | $39.1K | Hold |
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|
2019
Q1 | $40.6K | Hold |
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|
2018
Q4 | $39K | Hold |
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|
2018
Q3 | $40K | Buy |
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