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Reston Wealth Management’s UGI UGI Stock Holding History

Reston 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 		$426K Buy
11,707
+14
+0.1% +$510 0.15% 32
2025
Q1 		$387K Buy
11,693
+152
+1% +$5.03K 0.16% 34
2024
Q4 		$326K Buy
+11,541
New +$326K 0.12% 38