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Brown, Lisle/Cummings’s UGI UGI Stock Holding History

Brown, Lisle/Cummings’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 		$786 Buy
22
+1
+5% +$36 ﹤0.01% 723
2025
Q1 		$694 Buy
+21
New +$694 ﹤0.01% 735