Needham Investment Management’s UGI UGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$364K	Hold	10,000	–	–	0.03%	146
2025 Q1	$331K	Hold	10,000	–	–	0.03%	147
2024 Q4	$282K	Sell	10,000 -10,000	-50%	-$282K	0.02%	149
2024 Q3	$500K	Hold	20,000	–	–	0.04%	134
2024 Q2	$458K	Hold	20,000	–	–	0.04%	134
2024 Q1	$491K	Hold	20,000	–	–	0.05%	125
2023 Q4	$492K	Hold	20,000	–	–	0.06%	121
2023 Q3	$460K	Buy	20,000 +10,000	+100%	+$230K	0.08%	106
2023 Q2	$270K	Hold	10,000	–	–	0.04%	115
2023 Q1	$348K	Hold	10,000	–	–	0.06%	112
2022 Q4	$371K	Hold	10,000	–	–	0.07%	108
2022 Q3	$323K	Sell	10,000 -10,000	-50%	-$323K	0.06%	110
2022 Q2	$772K	Hold	20,000	–	–	0.14%	100
2022 Q1	$724K	Buy	20,000 +10,000	+100%	+$362K	0.1%	104
2021 Q4	$459K	Hold	10,000	–	–	0.06%	106
2021 Q3	$426K	Hold	10,000	–	–	0.06%	110
2021 Q2	$463K	Hold	10,000	–	–	0.07%	106
2021 Q1	$410K	Hold	10,000	–	–	0.06%	111
2020 Q4	$350K	Hold	10,000	–	–	0.06%	103
2020 Q3	$330K	Hold	10,000	–	–	0.07%	99
2020 Q2	$318K	Hold	10,000	–	–	0.07%	93
2020 Q1	$267K	Hold	10,000	–	–	0.08%	99
2019 Q4	$452K	Buy	+10,000	New	+$452K	0.12%	83
2019 Q3	–	Hold	0	–	–	–	87