Bdo Wealth Advisors, LLC Ugi Corp Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Ugi Corp stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 8,948 shares of UGI stock, worth $247,859. This represents 0.03% of its overall portfolio holdings.

Number of Shares

8,948

Previous 8,683 3.05%

Holding current value

$247,859

Previous $301,000 19.93%

% of portfolio

0.03%

Previous 0.04%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 01, 2023	BUY	$26.45 - $35.34 $7,009 - $9,365	265 Added 3.05%	8,948 $241,000
Q1 2023 May 09, 2023	SELL	$32.68 - $42.62 $29,379 - $38,315	-899 Reduced 9.38%	8,683 $301,000
Q4 2022 Jan 27, 2023	BUY	$32.28 - $40.85 $49,614 - $62,786	1,537 Added 19.11%	9,582 $0
Q3 2022 Nov 02, 2022	BUY	$32.33 - $100.2 $3,620 - $11,222	112 Added 1.41%	8,045 $260,000
Q2 2022 Aug 25, 2022	BUY	$34.3 - $44.54 $13,651 - $17,726	398 Added 5.28%	7,933 $306,000
Q1 2022 May 06, 2022	BUY	$33.11 - $46.33 $24,567 - $34,376	742 Added 10.92%	7,535 $273,000
Q4 2021 Feb 11, 2022	BUY	$41.25 - $45.91 $11,838 - $13,176	287 Added 4.41%	6,793 $312,000
Q3 2021 Nov 09, 2021	BUY	$42.18 - $48.09 $30,960 - $35,298	734 Added 12.72%	6,506 $277,000
Q2 2021 Sep 03, 2021	BUY	$41.25 - $47.88 $53,295 - $61,860	1,292 Added 28.84%	5,772 $267,000
Q1 2021 May 14, 2021	SELL	$34.79 - $41.84 $37,294 - $44,852	-1,072 Reduced 19.31%	4,480 $184,000
Q4 2020 Feb 12, 2021	SELL	$32.32 - $38.06 $18,034 - $21,237	-558 Reduced 9.13%	5,552 $194,000
Q3 2020 Nov 12, 2020	BUY	$29.87 - $35.56 $29,302 - $34,884	981 Added 19.13%	6,110 $202,000
Q2 2020 Aug 14, 2020	BUY	$24.64 - $36.77 $4,312 - $6,434	175 Added 3.53%	5,129 $163,000
Q1 2020 May 15, 2020	BUY	$22.92 - $44.76 $10,749 - $20,992	469 Added 10.46%	4,954 $132,000
Q4 2019 Feb 14, 2020	BUY	$41.44 - $49.3 $29,132 - $34,657	703 Added 18.59%	4,485 $203,000
Q3 2019 Nov 12, 2019	BUY	$46.5 - $53.99 $9,300 - $10,798	200 Added 5.58%	3,782 $190,000
Q2 2019 Aug 09, 2019	BUY	$51.21 - $55.39 $13,929 - $15,066	272 Added 8.22%	3,582 $191,000
Q1 2019 May 15, 2019	BUY	$52.24 - $57.06 $43,881 - $47,930	840 Added 34.01%	3,310 $183,000
Q4 2018 Feb 14, 2019	BUY	$51.95 - $58.96 $48,625 - $55,186	936 Added 61.02%	2,470 $132,000
Q3 2018 Nov 07, 2018	BUY	$52.37 - $55.58 $6,546 - $6,947	125 Added 8.87%	1,534 $85,000
Q2 2018 Aug 27, 2018	BUY	$43.95 - $52.24 $1,845 - $2,194	42 Added 3.07%	1,409 $73,000
Q1 2018 May 23, 2018	BUY	$42.53 - $47.93 $18,585 - $20,945	437 Added 46.99%	1,367 $61,000
Q4 2017 Feb 14, 2018	BUY	$46.48 - $49.64 $9,296 - $9,928	200 Added 27.4%	930 $44,000
Q3 2017 Nov 08, 2017	BUY	$46.86 - $50.93 $34,207 - $37,178	730	730 $34,000

Others Institutions Holding UGI

# of Institutions

519

Shares Held

166M

Call Options Held

1.26M

Put Options Held

2.04M

View Full List

About UGI CORP

Ticker UGI
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Gas
Shares Outstandng 209,380,992
Market Cap $5.8B
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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Bdo Wealth Advisors, LLC Ugi Corp Transaction History