U.S. Capital Wealth Advisors’s UGI UGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.66M	Buy	+72,995	New	+$2.66M	0.08%	245
2023 Q2	–	Sell	-12,800	Closed	-$445K	–	696
2023 Q1	$445K	Sell	12,800 -2,000	-14%	-$69.5K	0.02%	452
2022 Q4	$549K	Sell	14,800 -1,400	-9%	-$51.9K	0.03%	434
2022 Q3	$524K	Buy	+16,200	New	+$524K	0.03%	430