InceptionR’s UGI UGI Stock Holding History

InceptionR’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 Q1	–	Sell
2024 Q4	$715K	Buy
2024 Q2	–	Sell
2024 Q1	$536K	Buy
2023 Q4	–	Sell
2023 Q3	$268K	Sell
2023 Q2	$648K	Sell
2023 Q1	$2.64M	Buy
2022 Q4	$291K	Buy