A detailed history of Abundance Wealth Counselors transactions in Ugi Corp stock. As of the latest transaction made, Abundance Wealth Counselors holds 23,893 shares of UGI stock, worth $547,149. This represents 0.13% of its overall portfolio holdings.

Number of Shares
23,893
Previous 16,990 40.63%
Holding current value
$547,149
Previous $418,000 40.19%
% of portfolio
0.13%
Previous 0.11%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024

BUY
$21.92 - $25.56 $151,313 - $176,440
6,903 Added 40.63%
23,893 $586,000
Q4 2023

Jan 17, 2024

SELL
$20.26 - $24.87 $13,979 - $17,160
-690 Reduced 3.9%
16,990 $418,000
Q3 2023

Oct 30, 2023

BUY
$22.67 - $27.6 $400,805 - $487,968
17,680 New
17,680 $407,000
Q1 2023

May 02, 2023

BUY
$32.68 - $42.62 $71,307 - $92,996
2,182 Added 16.16%
15,684 $545,000
Q4 2022

Feb 02, 2023

BUY
$32.28 - $40.85 $36,960 - $46,773
1,145 Added 9.27%
13,502 $501,000
Q3 2022

Oct 31, 2022

BUY
$32.33 - $100.2 $34,463 - $106,813
1,066 Added 9.44%
12,357 $400,000
Q2 2022

Aug 05, 2022

BUY
$34.3 - $44.54 $63,660 - $82,666
1,856 Added 19.67%
11,291 $436,000
Q1 2022

Apr 28, 2022

SELL
$33.11 - $46.33 $454,269 - $635,647
-13,720 Reduced 59.25%
9,435 $342,000
Q2 2021

Jul 21, 2021

BUY
$41.25 - $47.88 $835,683 - $970,000
20,259 Added 699.55%
23,155 $1,000
Q1 2021

May 06, 2021

BUY
$34.79 - $41.84 $97,655 - $117,444
2,807 Added 3153.93%
2,896 $119,000
Q1 2021

May 05, 2021

BUY
$34.79 - $41.84 $3,096 - $3,723
89 New
89 $35,000

Others Institutions Holding UGI

About UGI CORP


  • Ticker UGI
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Gas
  • Shares Outstandng 209,380,992
  • Market Cap $4.79B
  • Description
  • UGI Corporation distributes, stores, transports, and markets energy products and related services in the United States and internationally. The company operates through four segments: AmeriGas Propane, UGI International, Midstream & Marketing, and UGI Utilities. It distributes propane to approximately 1.4 million residential, commercial/indu...
More about UGI
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