BEACON FINANCIAL GROUP's ownership history for UGI

BEACON FINANCIAL GROUP currently holds 12.6K shares with a market value of $418.3K. It started holding UGI on 2024-09-30. At its peak, it held 13.3K shares on 2025-03-31. Its highest holding value was $469.7K on 2025-06-30. At its lowest, it held 8.4K shares on 2024-12-31, with a value of $238.1K on 2024-12-31. In the recent 180 days, BEACON FINANCIAL GROUP has decreased its shares by 748. In the recent year, BEACON FINANCIAL GROUP has increased its shares by 1.7K.