EWA
UGI icon

EP Wealth Advisors’s UGI UGI Stock Holding History

EP Wealth Advisors’s Portfolio UGI Stock Details UGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$614K Sell
16,862
-379
-2% -$13.8K ﹤0.01% 705
2025
Q1 		$570K Buy
17,241
+850
+5% +$28.1K ﹤0.01% 660
2024
Q4 		$463K Buy
16,391
+1,948
+13% +$55K ﹤0.01% 718
2024
Q3 		$361K Buy
+14,443
New +$361K ﹤0.01% 796