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S.A. Mason’s UGI UGI Stock Holding History

S.A. Mason’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 		$35.5K Hold
976
– – 0.02% 307
2025
Q1 		$32.3K Buy
976
+16
+2% +$529 0.02% 300
2024
Q4 		$27.1K Buy
+960
New +$27.1K 0.01% 303