Wealthedge Investment 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	–	Sell	-8,576	Closed	-$284K	–	194
2025 Q1	$284K	Sell	8,576 -8,691	-50%	-$287K	0.13%	131
2024 Q4	$487K	Buy	+17,267	New	+$487K	0.22%	94