Avantax Advisory Services, Inc. Ugi Corp Transaction History

Avantax Advisory Services, Inc.

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 07, 2023	BUY	$22.67 - $27.6 $4,012 - $4,885	177 Added 1.48%	12,101 $278,000
Q2 2023 Aug 11, 2023	BUY	$26.45 - $35.34 $71,970 - $96,160	2,721 Added 29.57%	11,924 $321,000
Q1 2023 Apr 28, 2023	BUY	$32.68 - $42.62 $36,666 - $47,819	1,122 Added 13.88%	9,203 $319,000
Q4 2022 Feb 13, 2023	BUY	$32.28 - $40.85 $56,909 - $72,018	1,763 Added 27.9%	8,081 $299,000
Q3 2022 Nov 01, 2022	SELL	$32.33 - $100.2 $6,918 - $21,442	-214 Reduced 3.28%	6,318 $204,000
Q2 2022 Aug 02, 2022	BUY	$34.3 - $44.54 $8,369 - $10,867	244 Added 3.88%	6,532 $252,000
Q1 2022 Apr 27, 2022	BUY	$33.11 - $46.33 $165 - $231	5 Added 0.08%	6,288 $229,000
Q4 2021 Jan 24, 2022	SELL	$41.25 - $45.91 $4,248 - $4,728	-103 Reduced 1.61%	6,283 $288,000
Q3 2021 Oct 21, 2021	SELL	$42.18 - $48.09 $7,887 - $8,992	-187 Reduced 2.84%	6,386 $273,000
Q2 2021 Jul 29, 2021	SELL	$41.25 - $47.88 $206 - $239	-5 Reduced 0.08%	6,573 $305,000
Q1 2021 May 13, 2021	BUY	$34.79 - $41.84 $228,848 - $275,223	6,578 New	6,578 $271,000
Q4 2020 Jan 22, 2021	SELL	$32.32 - $38.06 $590,389 - $695,242	-18,267 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$29.87 - $35.56 $545,635 - $649,574	18,267 New	18,267 $598,000
Q1 2020 Apr 30, 2020	SELL	$22.92 - $44.76 $166,651 - $325,449	-7,271 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$41.44 - $49.3 $301,310 - $358,460	7,271 New	7,271 $330,000

519

166M

1.26M

2.04M

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...

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