Team Financial Group’s UGI UGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.52K	Buy	+42	New	+$1.52K	﹤0.01%	238
2024 Q1	–	Sell	-38	Closed	-$940	–	195
2023 Q4	$940	Hold	38	–	–	﹤0.01%	195
2023 Q3	$878	Buy	+38	New	+$878	﹤0.01%	188