Loring Wolcott & Coolidge Fiduciary Advisors’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 | $40.1K | Hold |
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|
2025
Q1 | $36.1K | Hold |
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|
2024
Q4 | $33.9K | Hold |
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|
2024
Q3 | $27.3K | Hold |
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|
2024
Q2 | $26.5K | Hold |
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|
2024
Q1 | $28.1K | Hold |
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|
2023
Q4 | $24.4K | Hold |
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|
2023
Q3 | $24.1K | Hold |
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|
2023
Q2 | $29.7K | Hold |
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|
2023
Q1 | $38.3K | Hold |
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|
2022
Q4 | $40.9K | Hold |
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|
2022
Q3 | $36K | Hold |
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|
2022
Q2 | $43K | Hold |
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|
2022
Q1 | $40K | Hold |
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|
2021
Q4 | $51K | Hold |
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|
2021
Q3 | $47K | Hold |
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|
2021
Q2 | $51K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $138K | Hold |
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|
2020
Q3 | $130K | Buy |
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|
2020
Q2 | $91K | Hold |
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|
2020
Q1 | $76K | Hold |
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|
2019
Q4 | $129K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $747K | Buy |
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