Horizon Investments’s UGI UGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$506K	Buy	+13,880	New	+$506K	0.01%	762
2020 Q1	–	Sell	-84,116	Closed	-$3.8M	–	481
2019 Q4	$3.8M	Buy	+84,116	New	+$3.8M	0.17%	84