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Perigon Wealth Management’s UGI UGI Stock Holding History

Perigon Wealth 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 		$223K Sell
6,130
-12
-0.2% -$437 0.01% 960
2025
Q1 		$203K Buy
+6,142
New +$203K 0.01% 965