Atlantic Edge Private Wealth Management’s UGI UGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$66.6K Hold
2025
Q1
$60.5K Hold
2024
Q4
$51.7K Hold
2024
Q3
$45.8K Buy
2024
Q2
$19K Buy
2024
Q1
$19.4K Hold
2023
Q4
$19.4K Buy