Corient Private Wealth
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Corient Private Wealth’s UGI UGI Stock Holding History

Corient Private Wealth’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 		$1.96M Buy
2025
Q1 		$994K Buy
2024
Q4 		$537K Buy
2024
Q3 		$448K Buy
2024
Q2 		$336K Buy
2024
Q1 		$360K Buy
2023
Q4 		$358K Sell
2023
Q3 		$656K Buy
2023
Q2 		– Sell
2023
Q1 		$452K Buy
2022
Q4 		$218K Buy