Legacy Wealth Asset Management, LLC Ugi Corp Transaction History

Legacy Wealth Asset Management, LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 10, 2024	BUY	$20.26 - $24.87 $7,212 - $8,853	356 Added 2.62%	13,956 $343,000
Q3 2023 Oct 31, 2023	BUY	$22.67 - $27.6 $43,730 - $53,240	1,929 Added 16.53%	13,600 $312,000
Q2 2023 Aug 04, 2023	BUY	$26.45 - $35.34 $6,929 - $9,259	262 Added 2.3%	11,671 $314,000
Q1 2023 Apr 21, 2023	BUY	$32.68 - $42.62 $129,151 - $168,434	3,952 Added 53.0%	11,409 $396,000
Q4 2022 Feb 02, 2023	SELL	$32.28 - $40.85 $5,293 - $6,699	-164 Reduced 2.15%	7,457 $276,000
Q3 2022 Oct 14, 2022	SELL	$32.33 - $100.2 $12,770 - $39,579	-395 Reduced 4.93%	7,621 $246,000
Q2 2022 Jul 19, 2022	SELL	$34.3 - $44.54 $1,131 - $1,469	-33 Reduced 0.41%	8,016 $309,000
Q1 2022 May 12, 2022	BUY	$33.11 - $46.33 $5,330 - $7,459	161 Added 2.04%	8,049 $292,000
Q4 2021 Feb 10, 2022	BUY	$41.25 - $45.91 $8,373 - $9,319	203 Added 2.64%	7,888 $362,000
Q3 2021 Oct 19, 2021	SELL	$42.18 - $48.09 $160,241 - $182,693	-3,799 Reduced 33.08%	7,685 $328,000
Q2 2021 Jul 14, 2021	SELL	$41.25 - $47.88 $39,682 - $46,060	-962 Reduced 7.73%	11,484 $532,000
Q1 2021 Apr 20, 2021	BUY	$34.79 - $41.84 $1,600 - $1,924	46 Added 0.37%	12,446 $510,000
Q4 2020 Mar 25, 2021	BUY	$32.32 - $38.06 $400,768 - $471,944	12,400 New	12,400 $434,000

520

166M

1.26M

2.04M

Ticker UGI
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Gas
Shares Outstandng 209,380,992
Market Cap $6B
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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