Focus Partners Wealth
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Focus Partners Wealth’s UGI UGI Stock Holding History

Focus Partners Wealth’s Portfolio UGI Stock Details UGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$902K Buy
24,760
+2,176
+10% +$79.3K ﹤0.01% 1180
2025
Q1 		$747K Buy
22,584
+5,497
+32% +$182K ﹤0.01% 1167
2024
Q4 		$482K Buy
+17,087
New +$482K ﹤0.01% 1334