Addison Advisors’s UGI UGI Stock Holding History

Addison Advisors’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 Q2	$2.91K	Hold
2025 Q1	$2.65K	Hold
2024 Q4	$2.26K	Hold
2024 Q3	$2K	Buy
2022 Q2	–	Sell
2022 Q1	$1K	Sell
2021 Q4	$7K	Buy