Merit Financial Group’s UGI UGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$453K	Buy	12,437 +3,382	+37%	+$123K	0.01%	1146
2025 Q1	$299K	Buy	9,055 +1,435	+19%	+$47.5K	﹤0.01%	1120
2024 Q4	$215K	Buy	+7,620	New	+$215K	﹤0.01%	1067