Cetera Investment Advisers’s UGI UGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.07M Buy
2025
Q1
$862K Buy
2024
Q4
$712K Buy
2024
Q3
$618K Sell
2024
Q2
$943K Buy
2024
Q1
$842K Buy
2023
Q1
Sell
2022
Q4
$317K Buy
2022
Q3
$253K Buy
2022
Q2
$289K Buy