Corundum Trust Company’s UGI UGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$356K	Sell	9,773 -1,600	-14%	-$58.3K	0.94%	26
2025 Q1	$376K	Buy	+11,373	New	+$376K	1.08%	23
2024 Q4	–	Sell	-11,373	Closed	-$285K	–	53
2024 Q3	$285K	Hold	11,373	–	–	0.78%	28
2024 Q2	$260K	Buy	+11,373	New	+$260K	0.76%	30