Glassman Wealth Services Ugi Corp Transaction History

Glassman Wealth Services

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	SELL	$20.26 - $24.87 $2,410 - $2,959	-119 Reduced 63.98%	67 $1,000
Q3 2023 Nov 13, 2023	BUY	$22.67 - $27.6 $3,264 - $3,974	144 Added 342.86%	186 $4,000
Q2 2023 Aug 08, 2023	SELL	$26.45 - $35.34 $767 - $1,024	-29 Reduced 40.85%	42 $1,000
Q1 2023 May 04, 2023	BUY	$32.68 - $42.62 $228 - $298	7 Added 10.94%	71 $2,000
Q4 2022 Feb 06, 2023	SELL	$32.28 - $40.85 $2,905 - $3,676	-90 Reduced 58.44%	64 $2,000
Q2 2022 Aug 04, 2022	BUY	$34.3 - $44.54 $583 - $757	17 Added 12.41%	154 $6,000
Q1 2022 Aug 23, 2022	SELL	$33.11 - $46.33 $231 - $324	-7 Reduced 4.86%	137 $5,000
Q1 2022 Apr 14, 2022	BUY	$33.11 - $46.33 $2,979 - $4,169	90 Added 166.67%	144 $5,000
Q4 2021 Feb 14, 2022	BUY	$41.25 - $45.91 $288 - $321	7 Added 14.89%	54 $2,000
Q2 2020 Aug 06, 2020	SELL	$24.64 - $36.77 $2,981 - $4,449	-121 Reduced 72.02%	47 $1,000
Q1 2020 May 12, 2020	BUY	$22.92 - $44.76 $2,177 - $4,252	95 Added 130.14%	168 $4,000
Q4 2019 Feb 07, 2020	BUY	$41.44 - $49.3 $621 - $739	15 Added 25.86%	73 $3,000
Q3 2019 Nov 01, 2019	BUY	$46.5 - $53.99 $2,511 - $2,915	54 Added 1350.0%	58 $3,000
Q1 2019 May 10, 2019	BUY	$52.24 - $57.06 $208 - $228	4 New	4 $0

520

166M

1.26M

2.04M

Ticker UGI
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Gas
Shares Outstandng 209,380,992
Market Cap $6B
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...

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