JWCA
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J.W. Cole Advisors’s UGI UGI Stock Holding History

J.W. Cole Advisors’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
Q2 		$385K Buy
10,580
+252
+2% +$9.18K 0.01% 1021
2025
Q1 		$342K Buy
+10,328
New +$342K 0.01% 904