A detailed history of Bell Investment Advisors, Inc transactions in Ugi Corp stock. As of the latest transaction made, Bell Investment Advisors, Inc holds 175 shares of UGI stock, worth $3,948. This represents 0.0% of its overall portfolio holdings.

Number of Shares
175
Previous 134 30.6%
Holding current value
$3,948
Previous $3,000 33.33%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

BUY
$21.92 - $25.56 $898 - $1,047
41 Added 30.6%
175 $4,000
Q4 2023

Feb 14, 2024

SELL
$20.26 - $24.87 $810 - $994
-40 Reduced 22.99%
134 $3,000
Q3 2023

Nov 08, 2023

BUY
$22.67 - $27.6 $317 - $386
14 Added 8.75%
174 $4,000
Q2 2023

Aug 09, 2023

BUY
$26.45 - $35.34 $925 - $1,236
35 Added 28.0%
160 $4,000
Q1 2023

May 10, 2023

SELL
$32.68 - $42.62 $2,287 - $2,983
-70 Reduced 35.9%
125 $4,000
Q4 2022

Feb 08, 2023

BUY
$32.28 - $40.85 $645 - $817
20 Added 11.43%
195 $7,000
Q3 2022

Nov 09, 2022

SELL
$32.33 - $100.2 $840 - $2,605
-26 Reduced 12.94%
175 $6,000
Q2 2022

Aug 12, 2022

SELL
$34.3 - $44.54 $5,899 - $7,660
-172 Reduced 46.11%
201 $8,000
Q4 2021

Feb 14, 2022

BUY
$41.25 - $45.91 $5,486 - $6,106
133 Added 55.42%
373 $17,000
Q3 2021

Nov 12, 2021

BUY
$42.18 - $48.09 $10,123 - $11,541
240 New
240 $10,000

Others Institutions Holding UGI

About UGI CORP


  • Ticker UGI
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Gas
  • Shares Outstandng 209,380,992
  • Market Cap $4.72B
  • 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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