A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ugi Corp stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 26,889 shares of UGI stock, worth $657,167. This represents 0.0% of its overall portfolio holdings.

Number of Shares
26,889
Previous 23,772 13.11%
Holding current value
$657,167
Previous $544,000 23.53%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2024

BUY
$22.23 - $25.05 $69,290 - $78,080
3,117 Added 13.11%
26,889 $672,000
Q2 2024

Jul 16, 2024

BUY
$22.08 - $26.0 $20,490 - $24,128
928 Added 4.06%
23,772 $544,000
Q1 2024

Apr 15, 2024

BUY
$21.92 - $25.56 $100,766 - $117,499
4,597 Added 25.19%
22,844 $560,000
Q4 2023

Jan 30, 2024

SELL
$20.26 - $24.87 $110,072 - $135,118
-5,433 Reduced 22.94%
18,247 $448,000
Q3 2023

Nov 13, 2023

SELL
$22.67 - $27.6 $100,110 - $121,881
-4,416 Reduced 15.72%
23,680 $544,000
Q2 2023

Jul 21, 2023

BUY
$26.45 - $35.34 $743,139 - $992,912
28,096 New
28,096 $757,000
Q2 2020

Aug 10, 2020

BUY
$24.64 - $36.77 $230,236 - $343,578
9,344 New
9,344 $1.42 Million
Q2 2018

Jul 30, 2018

SELL
$43.95 - $52.24 $881,241 - $1.05 Million
-20,051 Closed
0 $0
Q1 2018

Apr 26, 2018

BUY
$42.53 - $47.93 $852,769 - $961,044
20,051 New
20,051 $897,000

Others Institutions Holding UGI

About UGI CORP


  • Ticker UGI
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Gas
  • Shares Outstandng 209,380,992
  • Market Cap $5.12B
  • 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...
More about UGI
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