LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s UGI UGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.1K | Hold |
1,102
| – | – | ﹤0.01% | 405 |
|
|
2025
Q1 | $36.1K | Hold |
1,102
| – | – | ﹤0.01% | 408 |
|
|
2024
Q4 | $33.9K | Hold |
1,102
| – | – | ﹤0.01% | 430 |
|
|
2024
Q3 | $27.3K | Hold |
1,102
| – | – | ﹤0.01% | 433 |
|
|
2024
Q2 | $26.5K | Hold |
1,102
| – | – | ﹤0.01% | 433 |
|
|
2024
Q1 | $28.1K | Hold |
1,102
| – | – | ﹤0.01% | 438 |
|
|
2023
Q4 | $24.4K | Hold |
1,102
| – | – | ﹤0.01% | 450 |
|
|
2023
Q3 | $24.1K | Hold |
1,102
| – | – | ﹤0.01% | 469 |
|
|
2023
Q2 | $29.7K | Hold |
1,102
| – | – | ﹤0.01% | 470 |
|
|
2023
Q1 | $38.3K | Hold |
1,102
| – | – | ﹤0.01% | 435 |
|
|
2022
Q4 | $40.9K | Hold |
1,102
| – | – | ﹤0.01% | 424 |
|
|
2022
Q3 | $36K | Hold |
1,102
| – | – | ﹤0.01% | 455 |
|
|
2022
Q2 | $43K | Hold |
1,102
| – | – | ﹤0.01% | 449 |
|
|
2022
Q1 | $40K | Hold |
1,102
| – | – | ﹤0.01% | 466 |
|
|
2021
Q4 | $51K | Hold |
1,102
| – | – | ﹤0.01% | 464 |
|
|
2021
Q3 | $47K | Hold |
1,102
| – | – | ﹤0.01% | 466 |
|
|
2021
Q2 | $51K | Buy |
+1,102
| New | +$51K | ﹤0.01% | 471 |
|
|
2021
Q1 | – | Sell |
-3,952
| Closed | -$138K | – | 680 |
|
|
2020
Q4 | $138K | Hold |
3,952
| – | – | ﹤0.01% | 311 |
|
|
2020
Q3 | $130K | Buy |
3,952
+1,102
| +39% | +$36.3K | ﹤0.01% | 296 |
|
|
2020
Q2 | $91K | Hold |
2,850
| – | – | ﹤0.01% | 318 |
|
|
2020
Q1 | $76K | Hold |
2,850
| – | – | ﹤0.01% | 327 |
|
|
2019
Q4 | $129K | Buy |
+2,850
| New | +$129K | ﹤0.01% | 318 |
|
|
2019
Q1 | – | Sell |
-14,000
| Closed | -$747K | – | 765 |
|
|
2018
Q4 | $747K | Buy |
+14,000
| New | +$747K | 0.01% | 171 |
|