Ellevest Inc’s UGI UGI Stock Holding History

Ellevest Inc’s Portfolio UGI Stock Details UGI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$235K	Buy
2022 Q4	–	Hold
2022 Q3	–	Hold
2021 Q1	–	Sell
2020 Q4	$4K	Sell
2020 Q3	$119K	Buy
2020 Q2	$70K	Buy
2020 Q1	$34K	Buy
2019 Q4	$12K	Buy