Accurate Wealth Management’s UGI UGI Stock Holding History

Accurate Wealth Management’s Portfolio UGI Stock Details UGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$264K	Sell
2025 Q2	$346K	Sell
2025 Q1	$336K	Sell
2024 Q4	$312K	Buy
2024 Q3	$231K	Sell
2024 Q2	$237K	Sell
2024 Q1	$264K	Buy
2023 Q1	–	Sell
2022 Q4	$10.5K	Buy