Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s UGI UGI Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.2M Buy
2025
Q1 		$1.1M Sell
2024
Q4 		$975K Buy
2024
Q3 		$673K Buy
2024
Q2 		$544K Buy
2024
Q1 		$561K Buy
2023
Q4 		$449K Sell
2023
Q3 		$545K Sell
2023
Q2 		$758K Buy
2018
Q2 		– Sell
2018
Q1 		$897K Buy