Jeppson Wealth Management, LLC Ugi Corp Transaction History

Jeppson Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 31, 2023	SELL	$26.45 - $35.34 $295,208 - $394,429	-11,161 Reduced 55.84%	8,825 $238,000
Q1 2023 Apr 27, 2023	BUY	$32.68 - $42.62 $31,242 - $40,744	956 Added 5.02%	19,986 $694,000
Q4 2022 Jan 27, 2023	BUY	$32.28 - $40.85 $353,433 - $447,266	10,949 Added 135.49%	19,030 $0
Q3 2022 Oct 20, 2022	BUY	$32.33 - $100.2 $37,373 - $115,831	1,156 Added 16.69%	8,081 $261,000
Q2 2022 Aug 03, 2022	BUY	$34.3 - $44.54 $237,527 - $308,439	6,925 New	6,925 $267,000
Q4 2020 Mar 05, 2021	SELL	$32.32 - $38.06 $18,260 - $21,503	-565 Closed	0 $0
Q3 2020 Nov 19, 2020	BUY	$29.87 - $35.56 $16,876 - $20,091	565 New	565 $19,000

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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