IMA Advisory Services’s UGI UGI Stock Holding History

IMA Advisory Services’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 Q3	$202	Hold
2025 Q2	$221	Buy
2016 Q1	–	Sell
2015 Q4	$495K	Buy
2015 Q3	$508K	Hold
2015 Q2	$529K	Sell
2015 Q1	$520K	Buy