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Cyndeo Wealth Partners’s UGI UGI Stock Holding History

Cyndeo Wealth Partners’s Portfolio UGI Stock Details UGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$8.85M Buy
243,096
+3,695
+2% +$135K 0.52% 52
2025
Q1 		$7.92M Sell
239,401
-16,564
-6% -$548K 0.52% 59
2024
Q4 		$7.23M Buy
+255,965
New +$7.23M 0.49% 63