A detailed history of Ever Source Wealth Advisors, LLC transactions in Ugi Corp stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 6,803 shares of UGI stock, worth $164,088. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,803
Previous 6,602 3.04%
Holding current value
$164,088
Previous $151,000 12.58%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 08, 2024

BUY
$22.23 - $25.05 $4,468 - $5,035
201 Added 3.04%
6,803 $170,000
Q2 2024

Aug 13, 2024

BUY
$22.08 - $26.0 $87,878 - $103,480
3,980 Added 151.79%
6,602 $151,000
Q1 2024

Jun 11, 2024

SELL
$21.92 - $25.56 $11,113 - $12,958
-507 Reduced 16.2%
2,622 $64,000
Q4 2023

Feb 09, 2024

SELL
$20.26 - $24.87 $5,713 - $7,013
-282 Reduced 8.27%
3,129 $76,000
Q3 2023

Nov 03, 2023

BUY
$22.67 - $27.6 $34,957 - $42,559
1,542 Added 82.5%
3,411 $78,000
Q2 2023

Aug 04, 2023

SELL
$26.45 - $35.34 $9,733 - $13,005
-368 Reduced 16.45%
1,869 $50,000
Q1 2023

May 11, 2023

SELL
$32.68 - $42.62 $13,072 - $17,048
-400 Reduced 15.17%
2,237 $77,000
Q4 2022

Feb 09, 2023

BUY
$32.28 - $40.85 $72,888 - $92,239
2,258 Added 595.78%
2,637 $97,000
Q3 2022

Nov 07, 2022

SELL
$32.33 - $100.2 $31,780 - $98,496
-983 Reduced 72.17%
379 $12,000
Q2 2022

Aug 01, 2022

BUY
$34.3 - $44.54 $44,932 - $58,347
1,310 Added 2519.23%
1,362 $53,000
Q1 2022

May 25, 2022

BUY
$33.11 - $46.33 $1,721 - $2,409
52 New
52 $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 $5.05B
  • 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
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.