A detailed history of Forvis Wealth Advisors, LLC transactions in Ugi Corp stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 13,596 shares of UGI stock, worth $326,439. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,596
Previous 11,673 16.47%
Holding current value
$326,439
Previous $286,000 8.74%
% of portfolio
0.01%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$22.08 - $26.0 $42,459 - $49,998
1,923 Added 16.47%
13,596 $311,000
Q1 2024

Apr 19, 2024

BUY
$21.92 - $25.56 $38,381 - $44,755
1,751 Added 17.65%
11,673 $286,000
Q4 2023

Jan 11, 2024

BUY
$20.26 - $24.87 $24,474 - $30,042
1,208 Added 13.86%
9,922 $244,000
Q3 2023

Oct 25, 2023

SELL
$22.67 - $27.6 $96,891 - $117,962
-4,274 Reduced 32.91%
8,714 $200,000
Q2 2023

Aug 08, 2023

BUY
$26.45 - $35.34 $138,836 - $185,499
5,249 Added 67.83%
12,988 $350,000
Q4 2022

Feb 02, 2023

BUY
$32.28 - $40.85 $1,807 - $2,287
56 Added 0.73%
7,739 $286,000
Q3 2022

Oct 13, 2022

BUY
$32.33 - $100.2 $7,371 - $22,845
228 Added 3.06%
7,683 $248,000
Q2 2022

Jul 22, 2022

BUY
$34.3 - $44.54 $21,163 - $27,481
617 Added 9.02%
7,455 $288,000
Q1 2022

May 10, 2022

BUY
$33.11 - $46.33 $20,759 - $29,048
627 Added 10.09%
6,838 $248,000
Q4 2021

Jan 14, 2022

BUY
$41.25 - $45.91 $5,981 - $6,656
145 Added 2.39%
6,211 $285,000
Q3 2021

Oct 14, 2021

BUY
$42.18 - $48.09 $10,671 - $12,166
253 Added 4.35%
6,066 $259,000
Q2 2021

Jul 14, 2021

SELL
$41.25 - $47.88 $24,213 - $28,105
-587 Reduced 9.17%
5,813 $269,000
Q1 2021

Apr 23, 2021

SELL
$34.79 - $41.84 $15,481 - $18,618
-445 Reduced 6.5%
6,400 $262,000
Q4 2020

Jan 22, 2021

BUY
$32.32 - $38.06 $12,831 - $15,109
397 Added 6.16%
6,845 $239,000
Q3 2020

Nov 05, 2020

BUY
$29.87 - $35.56 $192,601 - $229,290
6,448 New
6,448 $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 $5.03B
  • 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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