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Clearstead Trust’s UGI UGI Stock Holding History

Clearstead Trust’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 		$12.8K Hold
351
– – ﹤0.01% 531
2025
Q1 		$11.6K Buy
+351
New +$11.6K ﹤0.01% 438