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Baker Avenue Asset Management’s UGI UGI Stock Holding History

Baker Avenue Asset 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
2026
Q1 		– Sell
-39,917
Closed -$1.49M – 785
2025
Q4 		$1.49M Sell
39,917
-6,341
-14% -$225K 0.03% 230
2025
Q3 		$1.54M Buy
46,258
+2,545
+6% +$89K 0.04% 227
2025
Q2 		$1.59M Buy
+43,713
New +$1.5M 0.05% 208
2023
Q4 		– Sell
-96
Closed -$2.21K – 1424
2023
Q3 		$2.21K Buy
96
+71
+284% +$1.76K ﹤0.01% 1114
2023
Q2 		$674 Sell
25
-167
-87% -$5.07K ﹤0.01% 1308
2023
Q1 		$6.67K Sell
192
-12
-6% -$455 ﹤0.01% 827
2022
Q4 		$7.56K Buy
+204
New +$7.37K ﹤0.01% 747

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VPM
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VCM
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SCM
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