JP Morgan Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $4.53M | Buy |
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|
2022
Q4 | $4.48M | Sell |
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|
2022
Q3 | $5.02M | Buy |
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|
2022
Q2 | $5.9M | Buy |
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|
2022
Q1 | $5.51M | Buy |
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|
2021
Q4 | $6.86M | Buy |
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|
2021
Q3 | $6.27M | Buy |
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|
2021
Q2 | $6.33M | Buy |
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|
2021
Q1 | $5.45M | Buy |
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|
2020
Q4 | $4.23M | Buy |
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|
2020
Q3 | $3.61M | Buy |
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|
2020
Q2 | $2.44M | Buy |
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|
2020
Q1 | $1.07M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $405K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $336K | Sell |
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|
2018
Q4 | $326K | Buy |
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|
2018
Q3 | $339K | Buy |
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