A detailed history of Ae Wealth Management LLC transactions in Ugi Corp stock. As of the latest transaction made, Ae Wealth Management LLC holds 14,050 shares of UGI stock, worth $387,218. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14,050
Previous 217,126 93.53%
Holding current value
$387,218
Previous $4.97 Million 92.94%
% of portfolio
0.0%
Previous 0.06%

Shares

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

Nov 14, 2024

SELL
$22.23 - $25.05 $4.51 Million - $5.09 Million
-203,076 Reduced 93.53%
14,050 $351,000
Q2 2024

Aug 12, 2024

BUY
$22.08 - $26.0 $1.29 Million - $1.52 Million
58,351 Added 36.75%
217,126 $4.97 Million
Q1 2024

May 15, 2024

BUY
$21.92 - $25.56 $503,612 - $587,241
22,975 Added 16.92%
158,775 $3.9 Million
Q4 2023

Feb 14, 2024

SELL
$20.26 - $24.87 $1.23 Million - $1.51 Million
-60,877 Reduced 30.95%
135,800 $3.34 Million
Q3 2023

Oct 11, 2023

BUY
$22.67 - $27.6 $257,191 - $313,122
11,345 Added 6.12%
196,677 $4.52 Million
Q2 2023

Jul 10, 2023

SELL
$26.45 - $35.34 $7.07 Million - $9.45 Million
-267,399 Reduced 59.06%
185,332 $5 Million
Q1 2023

Apr 14, 2023

BUY
$32.68 - $42.62 $2.05 Million - $2.67 Million
62,604 Added 16.05%
452,731 $15.7 Million
Q4 2022

Jan 31, 2023

BUY
$32.28 - $40.85 $3.16 Million - $4 Million
97,928 Added 33.51%
390,127 $14.5 Million
Q3 2022

Oct 25, 2022

BUY
$32.33 - $100.2 $9.22 Million - $28.6 Million
285,329 Added 4153.26%
292,199 $9.45 Million
Q2 2022

Aug 03, 2022

BUY
$34.3 - $44.54 $235,640 - $305,989
6,870 New
6,870 $265,000
Q1 2022

Apr 18, 2022

SELL
$33.11 - $46.33 $150,054 - $209,967
-4,532 Closed
0 $0
Q4 2021

Jan 20, 2022

BUY
$41.25 - $45.91 $186,945 - $208,064
4,532 New
4,532 $208,000

Others Institutions Holding UGI

About UGI CORP


  • Ticker UGI
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Gas
  • Shares Outstandng 209,380,992
  • Market Cap $5.77B
  • 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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