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Global Financial Private Client’s UGI UGI Stock Holding History

Global Financial Private Client’s Portfolio UGI Stock Details UGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$755K Buy
20,738
+6,060
+41% +$221K 0.28% 103
2025
Q1 		$485K Buy
14,678
+14,670
+183,375% +$485K 0.19% 130
2024
Q4 		$226 Buy
+8
New +$226 ﹤0.01% 1221