Jeppson Wealth Management’s UGI UGI Stock Holding History

Jeppson 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 Q3	$220K	Sell
2025 Q2	$250K	Hold
2025 Q1	$227K	Buy
2023 Q3	–	Sell
2023 Q2	$238K	Sell
2023 Q1	$695K	Buy
2022 Q4	$705K	Buy
2022 Q3	$261K	Buy
2022 Q2	$267K	Buy
2020 Q4	–	Sell
2020 Q3	$19K	Buy