Goal Vest Advisory LLC Ugi Corp Transaction History

Goal Vest Advisory LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 02, 2024	SELL	$20.26 - $24.87 $557,109 - $683,875	-27,498 Reduced 99.51%	136 $3,000
Q3 2023 Oct 10, 2023	SELL	$22.67 - $27.6 $62,478 - $76,065	-2,756 Reduced 9.07%	27,634 $635,000
Q2 2023 Jul 17, 2023	SELL	$26.45 - $35.34 $80,884 - $108,069	-3,058 Reduced 9.14%	30,390 $819,000
Q1 2023 Apr 03, 2023	BUY	$32.68 - $42.62 $118,759 - $154,881	3,634 Added 12.19%	33,448 $1.16 Million
Q4 2022 Jan 06, 2023	BUY	$32.28 - $40.85 $127,183 - $160,949	3,940 Added 15.23%	29,814 $0
Q3 2022 Oct 11, 2022	BUY	$32.33 - $100.2 $111,150 - $344,487	3,438 Added 15.32%	25,874 $837,000
Q2 2022 Jul 06, 2022	BUY	$34.3 - $44.54 $769,554 - $999,299	22,436 New	22,436 $864,000

519

166M

1.26M

2.04M

Ticker UGI
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Gas
Shares Outstandng 209,380,992
Market Cap $5.12B
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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