MERITAGE PORTFOLIO MANAGEMENT's ownership history for UGI

MERITAGE PORTFOLIO MANAGEMENT currently holds 136.2K shares with a market value of $5.1M. It started holding UGI on 2025-03-31. At its peak, it held 156.5K shares on 2025-03-31. Its highest holding value was $5.7M on 2025-06-30. At its lowest, it held 136.2K shares on 2025-12-31, with a value of $4.7M on 2025-09-30. In the recent 180 days, MERITAGE PORTFOLIO MANAGEMENT has decreased its shares by 19.3K.