Richard W. Paul & Associates’s UGI UGI Stock Holding History

Richard W. Paul & Associates’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 Q1	–	Sell
2024 Q4	$2.82K	Hold
2024 Q3	$2.5K	Hold
2024 Q2	$2.29K	Hold
2024 Q1	$2.45K	Hold
2023 Q4	$2.46K	Hold
2023 Q3	$2.3K	Hold
2023 Q2	$2.7K	Hold
2023 Q1	$3.48K	Hold
2022 Q4	$3.71K	Buy