Red Door Wealth 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	$254K	Hold	6,966	–	–	0.03%	232
2025 Q1	$230K	Buy	+6,966	New	+$230K	0.03%	210
2021 Q3	–	Sell	-571	Closed	-$26K	–	579
2021 Q2	$26K	Buy	+571	New	+$26K	0.01%	323