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HB Wealth Management’s UGI UGI Stock Holding History

HB Wealth Management’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 		$237K Sell
6,497
-1,207
-16% -$44K ﹤0.01% 1022
2025
Q1 		$255K Buy
7,704
+91
+1% +$3.01K ﹤0.01% 1013
2024
Q4 		$215K Buy
+7,613
New +$215K ﹤0.01% 942