NewSquare Capital’s UGI UGI Stock Holding History

NewSquare Capital’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 Q2	$401	Hold
2025 Q1	$364	Buy
2019 Q2	–	Sell
2019 Q1	$272K	Buy
2018 Q4	$248K	Buy
2014 Q3	–	Hold
2014 Q2	–	Hold