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WealthTrak Capital Management’s UGI UGI Stock Holding History

WealthTrak Capital Management’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 		$729 Hold
20
– – ﹤0.01% 581
2025
Q1 		$662 Buy
20
+5
+33% +$166 ﹤0.01% 597
2024
Q4 		$424 Buy
+15
New +$424 ﹤0.01% 616