Morton Brown Family Wealth’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $20.9K | Hold |
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|
2025
Q2 | $22.9K | Hold |
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|
2025
Q1 | $20.8K | Hold |
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|
2024
Q4 | $17.7K | Hold |
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|
2024
Q3 | $15.7K | Hold |
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|
2024
Q2 | $15.4K | Hold |
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|
2024
Q1 | $15.4K | Sell |
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|
2023
Q4 | $19.6K | Buy |
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|
2023
Q3 | $14.4K | Hold |
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|
2023
Q2 | $16.9K | Hold |
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|
2023
Q1 | $21.8K | Hold |
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|
2022
Q4 | $23.3K | Hold |
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|
2022
Q3 | $20K | Hold |
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|
2022
Q2 | $24K | Hold |
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|
2022
Q1 | $23K | Sell |
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|
2021
Q4 | $32K | Buy |
|