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Colonial Trust Advisors’s UGI UGI Stock Holding History

Colonial Trust Advisors’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 		$5.46K Buy
150
+50
+50% +$1.82K ﹤0.01% 580
2025
Q1 		$3.31K Buy
+100
New +$3.31K ﹤0.01% 597