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Ballentine Partners’s UGI UGI Stock Holding History

Ballentine Partners’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 		$266K Buy
7,296
+294
+4% +$10.7K ﹤0.01% 739
2025
Q1 		$232K Buy
+7,002
New +$232K ﹤0.01% 729