Laird Norton Wetherby Wealth Management’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 | $430K | Buy |
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|
2024
Q4 | $351K | Buy |
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|
2024
Q3 | $308K | Sell |
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|
2024
Q2 | $285K | Sell |
|
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|
2024
Q1 | $400K | Buy |
|
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|
2023
Q4 | $299K | Sell |
|
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|
2023
Q3 | $342K | Buy |
|
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|
2023
Q2 | $378K | Buy |
|
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|
2023
Q1 | $431K | Sell |
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|
2022
Q4 | $507K | Sell |
|
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|
2022
Q3 | $465K | Sell |
|
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|
2022
Q2 | $578K | Buy |
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|
2022
Q1 | $534K | Sell |
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|
2021
Q4 | $717K | Sell |
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|
2021
Q3 | $672K | Buy |
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|
2021
Q2 | $724K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $534K | Buy |
|