Sargent Bickham Lagudis’s UGI UGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-53	Closed	-$2K	–	1091
2022 Q3	$2K	Sell	53 -104	-66%	-$3.93K	﹤0.01%	906
2022 Q2	$6K	Sell	157 -2	-1%	-$76	﹤0.01%	778
2022 Q1	$6K	Hold	159	–	–	﹤0.01%	779
2021 Q4	$7K	Hold	159	–	–	﹤0.01%	761
2021 Q3	$7K	Hold	159	–	–	﹤0.01%	776
2021 Q2	$7K	Hold	159	–	–	﹤0.01%	770
2021 Q1	$7K	Hold	159	–	–	﹤0.01%	763
2020 Q4	$6K	Hold	159	–	–	﹤0.01%	725
2020 Q3	$5K	Hold	159	–	–	﹤0.01%	667
2020 Q2	$5K	Hold	159	–	–	﹤0.01%	650
2020 Q1	$4K	Sell	159 -227	-59%	-$5.71K	﹤0.01%	664
2019 Q4	$17K	Hold	386	–	–	﹤0.01%	543
2019 Q3	$19K	Buy	386 +159	+70%	+$7.83K	﹤0.01%	482
2019 Q2	$12K	Hold	227	–	–	﹤0.01%	569
2019 Q1	$13K	Hold	227	–	–	﹤0.01%	577
2018 Q4	$12K	Hold	227	–	–	﹤0.01%	563
2018 Q3	$13K	Hold	227	–	–	﹤0.01%	570
2018 Q2	$12K	Hold	227	–	–	﹤0.01%	562
2018 Q1	$10K	Hold	227	–	–	﹤0.01%	583
2017 Q4	$11K	Hold	227	–	–	﹤0.01%	594
2017 Q3	$11K	Hold	227	–	–	﹤0.01%	600
2017 Q2	$11K	Hold	227	–	–	﹤0.01%	561
2017 Q1	$11K	Sell	227 -273	-55%	-$13.2K	﹤0.01%	582
2016 Q4	$23K	Hold	500	–	–	﹤0.01%	446
2016 Q3	$23	Buy	+500	New	+$23	﹤0.01%	464