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IEQ Capital’s UGI UGI Stock Holding History

IEQ Capital’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
Q1 		– Sell
-33,938
Closed -$958K – 1739
2024
Q4 		$958K Buy
33,938
+25,428
+299% +$718K 0.01% 671
2024
Q3 		$213K Buy
+8,510
New +$213K ﹤0.01% 1046