Waverly Advisors’s UGI UGI Stock Holding History

Waverly Advisors’s Portfolio UGI Stock Details UGI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$517K	Buy
2015 Q4	–	Sell
2015 Q3	$94K	Hold
2015 Q2	$93K	Hold
2015 Q1	$88K	Hold
2014 Q4	$103K	Hold
2014 Q3	$92K	Hold
2014 Q2	$91K	Hold
2014 Q1	$82K	Buy