Cyndeo Wealth Partners’s UGI UGI Stock Holding History

Cyndeo Wealth Partners’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 Q3	$8.43M	Buy
2025 Q2	$8.85M	Buy
2025 Q1	$7.92M	Sell
2024 Q4	$7.23M	Buy