Greenleaf Trust Ugi Corp Transaction History

Greenleaf Trust

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 29, 2024	BUY	$21.92 - $25.56 $58,745 - $68,500	2,680 Added 32.34%	10,966 $269,000
Q4 2023 Jan 31, 2024	SELL	$20.26 - $24.87 $40,256 - $49,416	-1,987 Reduced 19.34%	8,286 $203,000
Q3 2023 Nov 09, 2023	BUY	$22.67 - $27.6 $232,888 - $283,534	10,273 New	10,273 $236,000
Q1 2023 May 11, 2023	SELL	$32.68 - $42.62 $3,529 - $4,602	-108 Reduced 0.74%	14,579 $506,000
Q4 2022 Jan 25, 2023	SELL	$32.28 - $40.85 $25,985 - $32,884	-805 Reduced 5.2%	14,687 $544,000
Q3 2022 Nov 10, 2022	BUY	$32.33 - $100.2 $52,018 - $161,221	1,609 Added 11.59%	15,492 $501,000
Q2 2022 Aug 12, 2022	BUY	$34.3 - $44.54 $73,127 - $94,959	2,132 Added 18.14%	13,883 $536,000
Q1 2022 Apr 27, 2022	BUY	$33.11 - $46.33 $71,418 - $99,933	2,157 Added 22.48%	11,751 $426,000
Q4 2021 Feb 11, 2022	SELL	$41.25 - $45.91 $12,045 - $13,405	-292 Reduced 2.95%	9,594 $440,000
Q3 2021 Nov 12, 2021	BUY	$42.18 - $48.09 $12,147 - $13,849	288 Added 3.0%	9,886 $421,000
Q2 2021 Aug 10, 2021	BUY	$41.25 - $47.88 $2,062 - $2,394	50 Added 0.52%	9,598 $444,000
Q1 2021 Apr 30, 2021	BUY	$34.79 - $41.84 $1,530 - $1,840	44 Added 0.46%	9,548 $392,000
Q4 2020 Feb 08, 2021	SELL	$32.32 - $38.06 $904 - $1,065	-28 Reduced 0.29%	9,504 $332,000
Q3 2020 Oct 30, 2020	BUY	$29.87 - $35.56 $15,203 - $18,100	509 Added 5.64%	9,532 $314,000
Q2 2020 Aug 12, 2020	BUY	$24.64 - $36.77 $222,326 - $331,775	9,023 New	9,023 $287,000

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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