Baker Avenue Asset Management’s UGI UGI Stock Holding History

Baker Avenue Asset Management’s Portfolio UGI Stock Details UGI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$1.49M	Sell
2025 Q3	$1.54M	Buy
2025 Q2	$1.59M	Buy
2023 Q4	–	Sell
2023 Q3	$2.21K	Buy
2023 Q2	$674	Sell
2023 Q1	$6.67K	Sell
2022 Q4	$7.56K	Buy