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 $20,095. This represents 0.0% of its overall portfolio holdings.

Number of Shares
720
Previous 720 -0.0%
Holding current value
$20,095
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 $5.84B
  • 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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