A detailed history of Heritage Wealth Advisors transactions in Ugi Corp stock. As of the latest transaction made, Heritage Wealth Advisors holds 720 shares of UGI stock, worth $17,366. This represents 0.0% of its overall portfolio holdings.

Number of Shares
720
Previous 720 -0.0%
Holding current value
$17,366
Previous $16,000 12.5%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 05, 2024

SELL
$22.08 - $26.0 $32,700 - $38,506
-1,481 Reduced 67.29%
720 $16,000
Q1 2024

May 08, 2024

BUY
$21.92 - $25.56 $32,463 - $37,854
1,481 Added 205.69%
2,201 $54,000
Q2 2020

Jul 17, 2020

SELL
$24.64 - $36.77 $1.25 Million - $1.87 Million
-50,929 Reduced 98.61%
720 $22,000
Q2 2020

Jul 17, 2020

BUY
$24.64 - $36.77 $1.25 Million - $1.87 Million
50,929 Added 7073.47%
51,649 $22,000
Q3 2019

Oct 30, 2019

SELL
$46.5 - $53.99 $558 - $647
-12 Reduced 1.64%
720 $36,000
Q3 2018

Nov 14, 2018

BUY
$52.37 - $55.58 $38,334 - $40,684
732 New
732 $40,000

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 Heritage Wealth Advisors Portfolio

Follow Heritage Wealth Advisors 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 Heritage Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Advisors with notifications on news.