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Measured Wealth Private Client Group’s UGI UGI Stock Holding History

Measured Wealth Private Client Group’s Portfolio UGI Stock Details UGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$916K Buy
25,141
+5,101
+25% +$186K 0.27% 51
2025
Q1 		$663K Buy
+20,040
New +$663K 0.21% 69