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NewEdge Wealth’s UGI UGI Stock Holding History

NewEdge 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 		$1.06M Buy
29,852
+15,282
+105% +$542K 0.02% 516
2025
Q1 		$482K Buy
+14,570
New +$482K 0.01% 660