WFA
UGI icon

West Financial Advisors’s UGI UGI Stock Holding History

West Financial 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 		$3.68K Buy
101
+1
+1% +$36 ﹤0.01% 170
2025
Q1 		$3.31K Buy
+100
New +$3.31K ﹤0.01% 168