A detailed history of Belpointe Asset Management LLC transactions in Ugi Corp stock. As of the latest transaction made, Belpointe Asset Management LLC holds 9,389 shares of UGI stock, worth $281,482. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,389
Previous 9,447 0.61%
Holding current value
$281,482
Previous $216,000 8.33%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 12, 2024

SELL
$22.23 - $25.05 $1,289 - $1,452
-58 Reduced 0.61%
9,389 $234,000
Q2 2024

Aug 02, 2024

BUY
$22.08 - $26.0 $208,589 - $245,622
9,447 New
9,447 $216,000
Q1 2023

May 15, 2023

SELL
$32.68 - $42.62 $1,470 - $1,917
-45 Reduced 0.44%
10,290 $357,000
Q4 2022

Feb 08, 2023

BUY
$32.28 - $40.85 $333,613 - $422,184
10,335 New
10,335 $383,000
Q3 2018

Nov 23, 2018

SELL
$52.37 - $55.58 $235,350 - $249,776
-4,494 Closed
0 $0
Q2 2018

Aug 06, 2018

BUY
$43.95 - $52.24 $197,511 - $234,766
4,494 New
4,494 $234,000
Q1 2018

Aug 06, 2018

SELL
$42.53 - $47.93 $191,129 - $215,397
-4,494 Closed
0 $0
Q4 2017

Feb 15, 2018

SELL
$46.48 - $49.64 $2,416 - $2,581
-52 Reduced 1.14%
4,494 $211,000
Q3 2017

Nov 16, 2017

BUY
$46.86 - $50.93 $213,025 - $231,527
4,546
4,546 $213,000

Others Institutions Holding UGI

About UGI CORP


  • Ticker UGI
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Gas
  • Shares Outstandng 209,380,992
  • Market Cap $6.28B
  • 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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