A detailed history of Wealthspire Advisors, LLC transactions in Ugi Corp stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 16,515 shares of UGI stock, worth $460,933. This represents 0.0% of its overall portfolio holdings.

Number of Shares
16,515
Previous 18,386 10.18%
Holding current value
$460,933
Previous $421,000 2.14%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 13, 2024

SELL
$22.23 - $25.05 $41,592 - $46,868
-1,871 Reduced 10.18%
16,515 $412,000
Q2 2024

Aug 08, 2024

BUY
$22.08 - $26.0 $1,832 - $2,158
83 Added 0.45%
18,386 $421,000
Q1 2023

May 09, 2023

SELL
$32.68 - $42.62 $9,902 - $12,913
-303 Reduced 1.63%
18,303 $636,000
Q4 2022

Feb 13, 2023

BUY
$32.28 - $40.85 $9,780 - $12,377
303 Added 1.66%
18,606 $689,000
Q3 2022

Nov 14, 2022

BUY
$32.33 - $100.2 $1,713 - $5,310
53 Added 0.29%
18,303 $592,000
Q2 2022

Aug 09, 2022

BUY
$34.3 - $44.54 $625,975 - $812,855
18,250 New
18,250 $705,000

Others Institutions Holding UGI

About UGI CORP


  • Ticker UGI
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Gas
  • Shares Outstandng 209,380,992
  • Market Cap $5.84B
  • 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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