Synergy Asset Management’s UGI UGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-607	Closed	-$15.2K	–	792
2024 Q4	$15.2K	Buy	+607	New	+$15.2K	﹤0.01%	404
2022 Q2	–	Sell	-54,607	Closed	-$1.98M	–	134
2022 Q1	$1.98M	Buy	+54,607	New	+$1.98M	0.48%	52