Venturi Wealth Management’s UGI UGI Stock Holding History

Venturi Wealth Management’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	$106K	Buy
2024 Q3	$81.5K	Buy
2024 Q2	$4.56K	Buy
2024 Q1	$4K	Buy
2023 Q4	$3.32K	Buy