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CWA Asset Management Group’s UGI UGI Stock Holding History

CWA Asset Management 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 		$764K Buy
20,987
+4,429
+27% +$161K 0.03% 373
2025
Q1 		$548K Sell
16,558
-2,285
-12% -$75.6K 0.03% 419
2024
Q4 		$532K Buy
18,843
+3,847
+26% +$109K 0.03% 372
2024
Q3 		$375K Buy
+14,996
New +$375K 0.02% 425