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GWN Securities’s UGI UGI Stock Holding History

GWN Securities’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 		$242K Sell
6,624
-22,528
-77% -$821K 0.04% 337
2025
Q1 		$1.01M Buy
+29,152
New +$1.01M 0.06% 304