Wealthcare Advisory Partners’s UGI UGI Stock Holding History

Wealthcare Advisory Partners’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	$713K	Sell
2025 Q1	$657K	Buy
2024 Q4	$553K	Sell
2024 Q3	$490K	Buy
2021 Q2	–	Sell
2021 Q1	$145K	Buy
2019 Q4	–	Sell
2019 Q3	$24K	Buy