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Cornerstone Planning Group’s UGI UGI Stock Holding History

Cornerstone Planning Group’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 		$545 Buy
15
+8
+114% +$291 ﹤0.01% 1277
2025
Q1 		$229 Buy
+7
New +$229 ﹤0.01% 1451