Fortis Group Advisors’s UGI UGI Stock Holding History

Fortis Group Advisors’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 Q2	$18.8K	Hold
2025 Q1	$17K	Hold
2024 Q4	$14.5K	Hold
2024 Q3	$12.9K	Hold
2024 Q2	$11.8K	Hold
2024 Q1	$12.6K	Sell
2023 Q4	$25.3K	Buy
2023 Q3	$20.4K	Buy
2020 Q3	$358K	Buy