Coppell Advisory Solutions’s UGI UGI Stock Holding History

Coppell Advisory Solutions’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	$2.04M	Buy
2025 Q1	$1.12M	Buy
2024 Q4	$84.8K	Buy
2024 Q3	$23.2K	Buy
2024 Q2	$92	Buy
2023 Q4	$98	Hold
2023 Q3	$148	Hold
2023 Q2	$107	Buy
2023 Q1	–	Sell
2022 Q4	$148	Buy