Congress Wealth Management’s UGI UGI Stock Holding History

Congress Wealth 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 Q1	–	Sell
2024 Q4	$3.91M	Buy
2024 Q1	–	Sell
2023 Q4	$5.21M	Buy
2022 Q1	–	Sell
2021 Q4	$9.61M	Buy