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Wealth Preservation Advisors’s UGI UGI Stock Holding History

Wealth Preservation Advisors’s Portfolio UGI Stock Details UGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$95.9K Buy
2,632
+29
+1% +$1.06K 0.06% 135
2025
Q1 		$86.1K Buy
+2,603
New +$86.1K 0.06% 130