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Code Waechter’s UGI UGI Stock Holding History

Code Waechter’s Portfolio UGI Stock Details UGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-23,139
Closed -$765K – 132
2025
Q1 		$765K Sell
23,139
-23,788
-51% -$786K 0.63% 33
2024
Q4 		$1.32M Buy
46,927
+181
+0.4% +$5.11K 1.16% 19
2024
Q3 		$1.17M Buy
+46,746
New +$1.17M 1.11% 19