A detailed history of Jfs Wealth Advisors, LLC transactions in Ugi Corp stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 5,877 shares of UGI stock, worth $136,581. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,877
Previous 5,859 0.31%
Holding current value
$136,581
Previous $134,000 8.96%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

BUY
$22.23 - $25.05 $400 - $450
18 Added 0.31%
5,877 $146,000
Q2 2024

Jul 15, 2024

BUY
$22.08 - $26.0 $618 - $728
28 Added 0.48%
5,859 $134,000
Q4 2023

Feb 07, 2024

SELL
$20.26 - $24.87 $810 - $994
-40 Reduced 0.68%
5,831 $143,000
Q3 2023

Nov 02, 2023

BUY
$22.67 - $27.6 $249 - $303
11 Added 0.19%
5,871 $135,000
Q2 2023

Aug 07, 2023

SELL
$26.45 - $35.34 $185 - $247
-7 Reduced 0.12%
5,860 $158,000
Q1 2023

Apr 19, 2023

SELL
$32.68 - $42.62 $686 - $895
-21 Reduced 0.36%
5,867 $203,000
Q4 2022

Feb 13, 2023

SELL
$32.28 - $40.85 $290 - $367
-9 Reduced 0.15%
5,888 $218,000
Q3 2022

Oct 21, 2022

SELL
$32.33 - $100.2 $937 - $2,905
-29 Reduced 0.49%
5,897 $191,000
Q2 2022

Aug 02, 2022

BUY
$34.3 - $44.54 $4,047 - $5,255
118 Added 2.03%
5,926 $229,000
Q1 2022

May 02, 2022

BUY
$33.11 - $46.33 $231 - $324
7 Added 0.12%
5,808 $210,000
Q4 2021

Feb 03, 2022

BUY
$41.25 - $45.91 $9,487 - $10,559
230 Added 4.13%
5,801 $266,000
Q3 2021

Nov 09, 2021

BUY
$42.18 - $48.09 $218,872 - $249,539
5,189 Added 1358.38%
5,571 $237,000
Q3 2019

Oct 31, 2019

BUY
$46.5 - $53.99 $17,763 - $20,624
382 New
382 $19,000

Others Institutions Holding UGI

About UGI CORP


  • Ticker UGI
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Gas
  • Shares Outstandng 209,380,992
  • Market Cap $4.87B
  • 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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