Toth Financial Advisory’s UGI UGI Stock Holding History

Toth Financial Advisory’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 Q3	–	Sell
2025 Q2	$1.82K	Hold
2025 Q1	$1.65K	Sell
2024 Q4	$4.24K	Buy
2019 Q4	–	Sell
2019 Q3	$2K	Buy
2018 Q1	–	Sell
2017 Q4	$35K	Buy