Kingsview Wealth Management’s UGI UGI Stock Holding History

Kingsview 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 Q1	–	Sell
2024 Q4	$740K	Buy
2024 Q3	–	Sell
2024 Q2	$661K	Buy
2023 Q4	–	Sell
2023 Q3	$2.52M	Buy
2020 Q3	–	Sell
2020 Q2	$320K	Buy