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Lauer Wealth’s UGI UGI Stock Holding History

Lauer Wealth’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 		$223K Sell
6,333
-703
-10% -$24.7K 0.18% 44
2025
Q1 		$230K Sell
7,036
-104
-1% -$3.41K 0.18% 38
2024
Q4 		$202K Buy
+7,140
New +$202K 0.13% 35