GFA
Gallagher Fiduciary Advisors’s UGI UGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $885K | Sell |
24,307
-4,251
| -15% | -$155K | 0.03% | 86 |
|
|
2025
Q1 | $944K | Sell |
28,558
-170
| -0.6% | -$5.62K | 0.03% | 92 |
|
|
2024
Q4 | $811K | Buy |
28,728
+2,891
| +11% | +$81.6K | 0.16% | 75 |
|
|
2024
Q3 | $646K | Sell |
25,837
-2,843
| -10% | -$71.1K | 0.13% | 90 |
|
|
2024
Q2 | $657K | Buy |
+28,680
| New | +$657K | 0.15% | 85 |
|