MERITAGE PORTFOLIO MANAGEMENT UGI Holdings History
MERITAGE PORTFOLIO MANAGEMENT's UGI Corp Holding Summary
As of 2025-03-31, MERITAGE PORTFOLIO MANAGEMENT held 156,510.00 shares of UGI Corp(UGI), totaling $5.18 Mil. This investment constitutes 0.34% of their stock portfolio, and MERITAGE PORTFOLIO MANAGEMENT now holds 0.07% of the outstanding UGI Corp(UGI) stock.
The initial trade took place in 2020Q4. And since then MERITAGE PORTFOLIO MANAGEMENT has made 3 purchases of UGI, at an average price of $29.24, for a total of 328,629.00 shares. In addition, there have been 4 sales at an average price of $29.64 for 172,119.00 shares. Based on historical transaction data and UGI's current price of $36.23, MERITAGE PORTFOLIO MANAGEMENT's estimated gain on his UGI holdings is $1.16 Mil, reflecting a 12.09% gain to date.
MERITAGE PORTFOLIO MANAGEMENT UGI ($36.23) Holding Chart
MERITAGE PORTFOLIO MANAGEMENT UGI ($36.23) 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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