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Private Wealth Asset Management’s UGI UGI Stock Holding History

Private Wealth Asset 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 		$131K Hold
3,590
– – 0.02% 281
2025
Q1 		$119K Buy
+3,590
New +$119K 0.02% 283