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 $248,320. This represents 0.05% of its overall portfolio holdings.

Number of Shares
9,106
Previous 10,123 10.05%
Holding current value
$248,320
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 $5.71B
  • 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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