Morton Brown Family Wealth’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.9K | Hold |
627
| – | – | 0.01% | 140 |
|
|
2025
Q1 | $20.8K | Hold |
627
| – | – | 0.01% | 144 |
|
|
2024
Q4 | $17.7K | Hold |
627
| – | – | 0.01% | 142 |
|
|
2024
Q3 | $15.7K | Hold |
627
| – | – | 0.01% | 146 |
|
|
2024
Q2 | $15.4K | Hold |
627
| – | – | 0.01% | 139 |
|
|
2024
Q1 | $15.4K | Sell |
627
-169
| -21% | -$4.15K | 0.01% | 133 |
|
|
2023
Q4 | $19.6K | Buy |
796
+169
| +27% | +$4.16K | 0.01% | 141 |
|
|
2023
Q3 | $14.4K | Hold |
627
| – | – | 0.01% | 115 |
|
|
2023
Q2 | $16.9K | Hold |
627
| – | – | 0.01% | 105 |
|
|
2023
Q1 | $21.8K | Hold |
627
| – | – | 0.01% | 103 |
|
|
2022
Q4 | $23.3K | Hold |
627
| – | – | 0.02% | 94 |
|
|
2022
Q3 | $20K | Hold |
627
| – | – | 0.02% | 91 |
|
|
2022
Q2 | $24K | Hold |
627
| – | – | 0.02% | 90 |
|
|
2022
Q1 | $23K | Sell |
627
-50
| -7% | -$1.83K | 0.02% | 89 |
|
|
2021
Q4 | $32K | Buy |
+677
| New | +$32K | 0.02% | 88 |
|