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Swan Capital’s UGI UGI Stock Holding History

Swan Capital’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 		$7.61K Buy
209
+39
+23% +$1.42K ﹤0.01% 186
2025
Q1 		$5.62K Hold
170
– – ﹤0.01% 180
2024
Q4 		$4.8K Buy
+170
New +$4.8K ﹤0.01% 176