Schechter Investment Advisors, LLC Ugi Corp Transaction History

Schechter Investment Advisors, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 06, 2023	SELL	$22.67 - $27.6 $51,936 - $63,231	-2,291 Reduced 20.34%	8,970 $206,000
Q2 2023 Jul 26, 2023	SELL	$26.45 - $35.34 $64,961 - $86,795	-2,456 Reduced 17.9%	11,261 $303,000
Q1 2023 Apr 28, 2023	SELL	$32.68 - $42.62 $3,300 - $4,304	-101 Reduced 0.73%	13,717 $476,000
Q4 2022 Feb 13, 2023	BUY	$32.28 - $40.85 $20,626 - $26,103	639 Added 4.85%	13,818 $512,000
Q3 2022 Nov 04, 2022	BUY	$32.33 - $100.2 $35,369 - $109,618	1,094 Added 9.05%	13,179 $426,000
Q2 2022 Nov 03, 2022	BUY	$34.3 - $44.54 $414,515 - $538,265	12,085 New	12,085 $466,000
Q1 2022 Nov 18, 2022	SELL	$33.11 - $46.33 $44,996 - $62,962	-1,359 Reduced 10.31%	11,820 $428,000
Q4 2021 Dec 27, 2022	BUY	$41.25 - $45.91 $28,998 - $32,274	703 Added 5.33%	13,882 $637,000

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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