Anderson Financial Strategies’s UGI UGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,466	Closed	-$48.5K	–	200
2025 Q1	$48.5K	Hold	1,466	–	–	0.03%	110
2024 Q4	$41.4K	Buy	+1,466	New	+$41.4K	0.02%	70