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MAI Capital Management’s UGI UGI Stock Holding History

MAI Capital Management’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 		$79.3K Buy
2,176
+910
+72% +$33.1K ﹤0.01% 1523
2025
Q1 		$41.9K Buy
1,266
+11
+0.9% +$364 ﹤0.01% 1730
2024
Q4 		$35.4K Buy
+1,255
New +$35.4K ﹤0.01% 1826