Laird Norton Wetherby Wealth Management’s UGI UGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Buy |
+11,800
| New | +$430K | 0.02% | 619 |
|
|
2024
Q4 | $351K | Buy |
12,423
+124
| +1% | +$3.5K | 0.02% | 650 |
|
|
2024
Q3 | $308K | Sell |
12,299
-153
| -1% | -$3.83K | 0.01% | 720 |
|
|
2024
Q2 | $285K | Sell |
12,452
-3,844
| -24% | -$88K | 0.01% | 726 |
|
|
2024
Q1 | $400K | Buy |
16,296
+4,139
| +34% | +$102K | 0.02% | 632 |
|
|
2023
Q4 | $299K | Sell |
12,157
-2,706
| -18% | -$66.6K | 0.02% | 722 |
|
|
2023
Q3 | $342K | Buy |
14,863
+855
| +6% | +$19.7K | 0.02% | 639 |
|
|
2023
Q2 | $378K | Buy |
14,008
+1,611
| +13% | +$43.4K | 0.02% | 636 |
|
|
2023
Q1 | $431K | Sell |
12,397
-1,292
| -9% | -$44.9K | 0.03% | 590 |
|
|
2022
Q4 | $507K | Sell |
13,689
-711
| -5% | -$26.4K | 0.03% | 512 |
|
|
2022
Q3 | $465K | Sell |
14,400
-568
| -4% | -$18.3K | 0.03% | 527 |
|
|
2022
Q2 | $578K | Buy |
14,968
+226
| +2% | +$8.73K | 0.04% | 457 |
|
|
2022
Q1 | $534K | Sell |
14,742
-867
| -6% | -$31.4K | 0.03% | 505 |
|
|
2021
Q4 | $717K | Sell |
15,609
-163
| -1% | -$7.49K | 0.04% | 400 |
|
|
2021
Q3 | $672K | Buy |
15,772
+135
| +0.9% | +$5.75K | 0.04% | 396 |
|
|
2021
Q2 | $724K | Buy |
+15,637
| New | +$724K | 0.04% | 383 |
|
|
2021
Q1 | – | Sell |
-15,293
| Closed | -$534K | – | 873 |
|
|
2020
Q4 | $534K | Buy |
+15,293
| New | +$534K | 0.04% | 439 |
|