A detailed history of Baystate Wealth Management LLC transactions in Ugi Corp stock. As of the latest transaction made, Baystate Wealth Management LLC holds 252 shares of UGI stock, worth $7,217. This represents 0.0% of its overall portfolio holdings.

Number of Shares
252
Previous 2 12500.0%
Holding current value
$7,217
Previous $0 Infinity%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024

BUY
$20.26 - $24.87 $5,065 - $6,217
250 Added 12500.0%
252 $6,000
Q2 2023

Sep 21, 2023

BUY
$26.45 - $35.34 $52 - $70
2 New
2 $0
Q2 2022

Aug 02, 2022

BUY
$34.3 - $44.54 $34 - $44
1 Added 100.0%
2 $0
Q4 2020

Jan 15, 2021

SELL
$32.32 - $38.06 $32 - $38
-1 Reduced 50.0%
1 $0
Q3 2020

Oct 14, 2020

BUY
$29.87 - $35.56 $29 - $35
1 Added 100.0%
2 $0
Q2 2020

Jul 28, 2020

SELL
$24.64 - $36.77 $3,671 - $5,478
-149 Reduced 99.33%
1 $0
Q1 2020

Apr 22, 2020

BUY
$22.92 - $44.76 $3,438 - $6,714
150 New
150 $4,000

Others Institutions Holding UGI

About UGI CORP


  • Ticker UGI
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Gas
  • Shares Outstandng 209,380,992
  • Market Cap $6B
  • 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 Baystate Wealth Management LLC Portfolio

Follow Baystate 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 Baystate Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baystate Wealth Management LLC with notifications on news.