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Whipplewood Advisors’s UGI UGI Stock Holding History

Whipplewood 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 		$1.13K Buy
31
+19
+158% +$692 ﹤0.01% 996
2025
Q1 		$926 Sell
12
-16
-57% -$1.24K ﹤0.01% 1039
2024
Q4 		$790 Buy
+28
New +$790 ﹤0.01% 1052