Bruce G. Allen Investments’s UGI UGI Stock Holding History

Bruce G. Allen Investments’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
2025 Q3	$1.9K	Hold
2025 Q2	$2.08K	Hold
2025 Q1	$1.89K	Hold
2024 Q4	$1.61K	Hold
2024 Q3	$1.43K	Buy
2024 Q2	$298	Hold
2024 Q1	$319	Hold
2023 Q4	$320	Buy