RWPA
Richard W. Paul & Associates’s UGI UGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-100
| Closed | -$2.82K | – | 494 |
|
|
2024
Q4 | $2.82K | Hold |
100
| – | – | ﹤0.01% | 396 |
|
|
2024
Q3 | $2.5K | Hold |
100
| – | – | ﹤0.01% | 399 |
|
|
2024
Q2 | $2.29K | Hold |
100
| – | – | ﹤0.01% | 404 |
|
|
2024
Q1 | $2.45K | Hold |
100
| – | – | ﹤0.01% | 419 |
|
|
2023
Q4 | $2.46K | Hold |
100
| – | – | ﹤0.01% | 402 |
|
|
2023
Q3 | $2.3K | Hold |
100
| – | – | ﹤0.01% | 389 |
|
|
2023
Q2 | $2.7K | Hold |
100
| – | – | ﹤0.01% | 410 |
|
|
2023
Q1 | $3.48K | Hold |
100
| – | – | ﹤0.01% | 402 |
|
|
2022
Q4 | $3.71K | Buy |
+100
| New | +$3.71K | ﹤0.01% | 391 |
|