Coldstream Capital Management’s UGI UGI Stock Holding History

Coldstream Capital Management’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	–	Sell
2025 Q1	$160K	Buy
2022 Q2	$249K	Buy
2022 Q1	$206K	Sell
2021 Q4	$270K	Buy
2019 Q2	–	Sell
2019 Q1	$935K	Buy