WBI Investments’s UGI UGI Stock Holding History

WBI Investments’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 Q2	$943K	Sell
2025 Q1	$2.67M	Buy
2024 Q4	$1.26M	Sell
2024 Q3	$1.9M	Buy
2024 Q2	–	Sell
2024 Q1	$2.52M	Buy
2020 Q4	–	Sell
2020 Q3	$4.38M	Buy
2015 Q4	–	Sell
2015 Q3	$3.06M	Sell
2015 Q2	$3.26M	Buy