Stolper & Co’s UGI UGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-79,916	Closed	-$1.83M	–	90
2024 Q2	$1.83M	Buy	79,916 +1,152	+1%	+$26.4K	0.64%	47
2024 Q1	$1.93M	Buy	78,764 +430	+0.5%	+$10.6K	0.7%	41
2023 Q4	$1.93M	Buy	+78,334	New	+$1.93M	0.78%	36