Glass Jacobson Investment Advisors’s UGI UGI Stock Holding History

Glass Jacobson Investment 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	–	Sell
2025 Q1	$6.04K	Hold
2024 Q4	$6.04K	Hold
2024 Q3	$5.36K	Hold
2024 Q2	$4.9K	Hold
2024 Q1	$5.25K	Hold
2023 Q4	$5.26K	Hold
2023 Q3	$4.92K	Hold
2023 Q2	$5.77K	Buy
2022 Q4	$11K	Buy