Beacon Investment Advisory Services’s UGI UGI Stock Holding History

Beacon Investment Advisory Services’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	$65.6K	Buy
2021 Q3	–	Sell
2021 Q2	$212K	Buy
2019 Q2	–	Sell
2019 Q1	$316K	Hold
2018 Q4	$304K	Sell
2018 Q3	$327K	Sell
2018 Q2	$885K	Sell
2018 Q1	$795K	Sell
2017 Q4	$892K	Sell
2017 Q3	$1.02M	Buy