Hemington Wealth Management’s UGI UGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10K Buy
280
+103
+58% +$3.68K ﹤0.01% 873
2025
Q1
$5K Buy
177
+50
+39% +$1.41K ﹤0.01% 1076
2024
Q4
$3K Buy
127
+57
+81% +$1.35K ﹤0.01% 1211
2024
Q3
$1K Buy
+70
New +$1K ﹤0.01% 1429