A detailed history of Concord Wealth Partners transactions in Ugi Corp stock. As of the latest transaction made, Concord Wealth Partners holds 1,274 shares of UGI stock, worth $34,741. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,274
Previous 637 100.0%
Holding current value
$34,741
Previous $14,000 121.43%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Oct 24, 2024

BUY
$22.23 - $25.05 $14,160 - $15,956
637 Added 100.0%
1,274 $31,000
Q2 2024

Jul 31, 2024

SELL
$22.08 - $26.0 $14,064 - $16,562
-637 Reduced 50.0%
637 $14,000
Q1 2024

Apr 30, 2024

BUY
$21.92 - $25.56 $13,963 - $16,281
637 Added 100.0%
1,274 $31,000
Q4 2023

Apr 30, 2024

SELL
$20.26 - $24.87 $12,905 - $15,842
-637 Reduced 50.0%
637 $15,000
Q4 2023

Feb 05, 2024

SELL
$20.26 - $24.87 $12,905 - $15,842
-637 Reduced 50.0%
637 $15,000
Q3 2023

Apr 30, 2024

BUY
$22.67 - $27.6 $14,440 - $17,581
637 Added 100.0%
1,274 $29,000
Q1 2023

Apr 26, 2023

SELL
$32.68 - $42.62 $784 - $1,022
-24 Reduced 1.85%
1,274 $44,000
Q4 2022

Jan 27, 2023

BUY
$32.28 - $40.85 $41,899 - $53,023
1,298 New
1,298 $48,000
Q1 2022

Apr 20, 2022

BUY
$33.11 - $46.33 $1,523 - $2,131
46 Added 3.4%
1,398 $51,000
Q4 2021

Jan 21, 2022

BUY
$41.25 - $45.91 $3,217 - $3,580
78 Added 6.12%
1,352 $62,000
Q4 2020

Feb 16, 2021

BUY
$32.32 - $38.06 $41,175 - $48,488
1,274 New
1,274 $45,000

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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