U.S. Capital Wealth Advisors’s UGI UGI Stock Holding History

U.S. Capital Wealth Advisors’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	$2.33M	Sell
2025 Q2	$2.66M	Buy
2023 Q2	–	Sell
2023 Q1	$445K	Sell
2022 Q4	$549K	Sell
2022 Q3	$524K	Buy