CIBC Private Wealth Group
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CIBC Private Wealth Group’s UGI UGI Stock Holding History

CIBC Private Wealth Group’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
Q2 		$73.4K Sell
2025
Q1 		$92K Sell
2024
Q4 		$137K Hold
2024
Q3 		$120K Sell
2024
Q2 		$182K Buy
2024
Q1 		$120K Buy