IHT Wealth Management’s UGI UGI Stock Holding History

IHT Wealth Management’s Portfolio UGI Stock Details UGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$204K	Sell
2025 Q1	$210K	Buy
2024 Q4	–	Sell
2024 Q3	$242K	Buy
2018 Q2	–	Sell
2018 Q1	$4K	Hold
2017 Q4	$4K	Hold
2017 Q3	$4K	Hold
2017 Q2	$18	Hold
2017 Q1	$5K	Hold
2016 Q4	$4K	Buy