A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ugi Corp stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 219 shares of UGI stock, worth $5,972. This represents 0.0% of its overall portfolio holdings.

Number of Shares
219
Previous 742 70.49%
Holding current value
$5,972
Previous $25,000 80.0%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

SELL
$26.45 - $35.34 $13,833 - $18,482
-523 Reduced 70.49%
219 $5,000
Q1 2023

Apr 27, 2023

BUY
$32.68 - $42.62 $15,882 - $20,713
486 Added 189.84%
742 $25,000
Q4 2022

Jan 31, 2023

SELL
$32.28 - $40.85 $484 - $612
-15 Reduced 5.54%
256 $9,000
Q3 2022

Oct 24, 2022

SELL
$32.33 - $100.2 $646 - $2,004
-20 Reduced 6.87%
271 $9,000
Q2 2022

Jul 13, 2022

BUY
$34.3 - $44.54 $68 - $89
2 Added 0.69%
291 $11,000
Q1 2022

May 09, 2022

BUY
$33.11 - $46.33 $66 - $92
2 Added 0.7%
289 $10,000
Q4 2021

Jan 28, 2022

BUY
$41.25 - $45.91 $82 - $91
2 Added 0.7%
287 $13,000
Q3 2021

Nov 12, 2021

BUY
$42.18 - $48.09 $84 - $96
2 Added 0.71%
285 $12,000
Q2 2021

Aug 10, 2021

BUY
$41.25 - $47.88 $82 - $95
2 Added 0.71%
283 $13,000
Q1 2021

May 11, 2021

BUY
$34.79 - $41.84 $69 - $83
2 Added 0.72%
281 $12,000
Q4 2020

Feb 04, 2021

BUY
$32.32 - $38.06 $1,712 - $2,017
53 Added 23.45%
279 $10,000
Q3 2020

Nov 05, 2020

BUY
$29.87 - $35.56 $59 - $71
2 Added 0.89%
226 $7,000
Q2 2020

Aug 13, 2020

BUY
$24.64 - $36.77 $3,474 - $5,184
141 Added 169.88%
224 $7,000
Q1 2020

Apr 24, 2020

BUY
$22.92 - $44.76 $1,902 - $3,715
83 New
83 $2,000

Others Institutions Holding UGI

About UGI CORP


  • Ticker UGI
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Gas
  • Shares Outstandng 209,380,992
  • Market Cap $5.71B
  • 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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