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Atlas Capital Advisors’s UGI UGI Stock Holding History

Atlas Capital Advisors’s Portfolio UGI Stock Details UGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$599K Sell
16,450
-721
-4% -$26.3K 0.07% 217
2025
Q1 		$568K Buy
17,171
+15,529
+946% +$514K 0.07% 230
2024
Q4 		$46.4K Buy
+1,642
New +$46.4K 0.01% 620