Meritage Portfolio Management’s UGI UGI Stock Holding History

Meritage Portfolio 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	$4.68M	Sell
2025 Q2	$5.66M	Sell
2025 Q1	$5.18M	Buy
2024 Q3	–	Sell
2024 Q2	$2.81M	Sell
2024 Q1	$3.08M	Buy
2021 Q2	–	Sell
2021 Q1	$1.8M	Sell
2020 Q4	$1.64M	Buy