Waterloo Capital’s UGI UGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.89M	Buy	79,302 +18,508	+30%	+$674K	0.23%	103
2025 Q1	$2.01M	Buy	60,794 +11,007	+22%	+$364K	0.19%	124
2024 Q4	$1.41M	Buy	+49,787	New	+$1.41M	0.15%	145