Heritage Wealth Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.2K | Hold |
720
| – | – | ﹤0.01% | 345 |
|
|
2025
Q1 | $23.8K | Hold |
720
| – | – | ﹤0.01% | 352 |
|
|
2024
Q4 | $20.3K | Hold |
720
| – | – | ﹤0.01% | 385 |
|
|
2024
Q3 | $18K | Hold |
720
| – | – | ﹤0.01% | 405 |
|
|
2024
Q2 | $16.5K | Hold |
720
| – | – | ﹤0.01% | 388 |
|
|
2024
Q1 | $17.7K | Hold |
720
| – | – | ﹤0.01% | 404 |
|
|
2023
Q4 | $17.7K | Hold |
720
| – | – | ﹤0.01% | 416 |
|
|
2023
Q3 | $16.6K | Hold |
720
| – | – | ﹤0.01% | 393 |
|
|
2023
Q2 | $19.4K | Hold |
720
| – | – | ﹤0.01% | 403 |
|
|
2023
Q1 | $25K | Hold |
720
| – | – | ﹤0.01% | 386 |
|
|
2022
Q4 | $26.7K | Hold |
720
| – | – | ﹤0.01% | 388 |
|
|
2022
Q3 | $23.3K | Hold |
720
| – | – | ﹤0.01% | 367 |
|
|
2022
Q2 | $28K | Hold |
720
| – | – | ﹤0.01% | 383 |
|
|
2022
Q1 | $26K | Hold |
720
| – | – | ﹤0.01% | 379 |
|
|
2021
Q4 | $33K | Hold |
720
| – | – | ﹤0.01% | 360 |
|
|
2021
Q3 | $30.7K | Hold |
720
| – | – | ﹤0.01% | 364 |
|
|
2021
Q2 | $33.3K | Hold |
720
| – | – | ﹤0.01% | 360 |
|
|
2021
Q1 | $29.5K | Hold |
720
| – | – | ﹤0.01% | 386 |
|
|
2020
Q4 | $25K | Hold |
720
| – | – | ﹤0.01% | 389 |
|
|
2020
Q3 | $23.7K | Hold |
720
| – | – | ﹤0.01% | 338 |
|
|
2020
Q2 | $22.9K | Hold |
720
| – | – | ﹤0.01% | 321 |
|
|
2020
Q1 | $19.2K | Hold |
720
| – | – | ﹤0.01% | 328 |
|
|
2019
Q4 | $32.5K | Hold |
720
| – | – | ﹤0.01% | 336 |
|
|
2019
Q3 | $36K | Sell |
720
-12
| -2% | -$600 | 0.01% | 305 |
|
|
2019
Q2 | $39.1K | Hold |
732
| – | – | 0.01% | 285 |
|
|
2019
Q1 | $40.6K | Hold |
732
| – | – | 0.01% | 248 |
|
|
2018
Q4 | $39K | Hold |
732
| – | – | 0.01% | 208 |
|
|
2018
Q3 | $40K | Buy |
+732
| New | +$40K | 0.01% | 213 |
|