Code Waechter LLC UGI Holdings History

Number of Shares
23,139.00
Current Holdings Value*
$770,000.00
% of Portfolio
0.63%
Total Estimate Gain
$458,802.39
% of Total Estimate Gain
40.57%

Code Waechter LLC's UGI Corp Holding Summary

As of 2025-03-31, Code Waechter LLC held 23,139.00 shares of UGI Corp(UGI), totaling $770,000.00. This investment constitutes 0.63% of their stock portfolio, and Code Waechter LLC now holds 0.01% of the outstanding UGI Corp(UGI) stock.

The initial trade took place in 2024Q3. And since then Code Waechter LLC has made 1 purchases of UGI, at an average price of $24.10, for a total of 46,927.00 shares. In addition, there have been 1 sales at an average price of $31.68 for 23,788.00 shares. Based on historical transaction data and UGI's current price of $36.13, Code Waechter LLC's estimated gain on his UGI holdings is $458,802.39, reflecting a 40.57% gain to date.

Code Waechter LLC UGI ($36.13) Holding Chart

Code Waechter LLC UGI ($36.13) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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