A detailed history of Accurate Wealth Management, LLC transactions in Ugi Corp stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 9,106 shares of UGI stock, worth $222,550. This represents 0.05% of its overall portfolio holdings.

Number of Shares
9,106
Previous 10,123 10.05%
Holding current value
$222,550
Previous $231,000 1.73%
% of portfolio
0.05%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

SELL
$22.23 - $25.05 $22,607 - $25,475
-1,017 Reduced 10.05%
9,106 $227,000
Q2 2024

Jul 17, 2024

SELL
$22.08 - $26.0 $2,892 - $3,406
-131 Reduced 1.28%
10,123 $231,000
Q1 2024

Apr 22, 2024

BUY
$21.92 - $25.56 $224,767 - $262,092
10,254 New
10,254 $251,000
Q4 2022

Jan 11, 2023

BUY
$32.28 - $40.85 $8,392 - $10,621
260 New
260 $0

Others Institutions Holding UGI

About UGI CORP


  • Ticker UGI
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Gas
  • Shares Outstandng 209,380,992
  • Market Cap $5.12B
  • 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
Track This Portfolio

Track Accurate Wealth Management, LLC Portfolio

Follow Accurate Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Accurate Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Accurate Wealth Management, LLC with notifications on news.