UGI Corporation shares owned by Morton Brown Family Wealth
Quarter-by-quarter ownership of UGI Corporation (UGI) shares owned by Morton Brown Family Wealth
from 13F filings
Historical chart of Morton Brown Family Wealth investment in UGI Corporation
Tip: Access up to 7 years of quarterly data
All positions including UGI Corporation held by Morton Brown Family Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UGI Corporation by Morton Brown Family Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $15k | 627 | 24.56 |
| 2023-12-31 | $20k | 796 | 24.59 |
| 2023-09-30 | $14k | 627 | 23.02 |
| 2023-06-30 | $17k | 627 | 26.99 |
| 2023-03-31 | $22k | 627 | 34.78 |
| 2022-12-31 | $23k | 627 | 37.10 |
| 2022-09-30 | $20k | 627 | 31.90 |
| 2022-06-30 | $24k | 627 | 38.28 |
| 2022-03-31 | $23k | 627 | 36.68 |
| 2021-12-31 | $32k | 677 | 47.27 |
More positions owned by Morton Brown Family Wealth
View all positions for Morton Brown Family Wealth