WhitTier Trust Company’s UGI UGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$120K	Hold	3,305	–	–	﹤0.01%	591
2025 Q1	$109K	Sell	3,305 -9,451	-74%	-$312K	﹤0.01%	602
2024 Q4	$360K	Buy	+12,756	New	+$360K	0.01%	411
2023 Q1	–	Sell	-54	Closed	-$2K	–	1226
2022 Q4	$2K	Buy	+54	New	+$2K	﹤0.01%	1098