EI
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Ellevest Inc’s UGI UGI Stock Holding History

Ellevest Inc’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
Q4 		– Sell
-7,067
Closed -$235K – 459
2025
Q3 		$235K Buy
+7,067
New +$247K 0.03% 383
2022
Q4 		– Hold
0
– – – 1971
2022
Q3 		– Hold
0
– – – 1884
2021
Q1 		– Sell
-126
Closed -$4K – 1364
2020
Q4 		$4K Sell
126
-3,484
-97% -$122K ﹤0.01% 878
2020
Q3 		$119K Buy
3,610
+1,404
+64% +$46.6K 0.02% 213
2020
Q2 		$70K Buy
2,206
+938
+74% +$28.4K 0.02% 304
2020
Q1 		$34K Buy
1,268
+1,012
+395% +$38.3K 0.01% 312
2019
Q4 		$12K Buy
+256
New +$11.7K ﹤0.01% 509

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