UGI Corporation shares owned by Accurate Wealth Management
Quarter-by-quarter ownership of UGI Corporation (UGI) shares owned by Accurate Wealth Management
from 13F filings
Historical chart of Accurate Wealth Management investment in UGI Corporation
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Quarterly reported holdings in UGI Corporation by Accurate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $264k | 8.3k | 31.87 |
| 2025-06-30 | $346k | 9.7k | 35.80 |
| 2025-03-31 | $336k | 11k | 31.52 |
| 2024-12-31 | $312k | 11k | 28.30 |
| 2024-09-30 | $231k | 9.1k | 25.33 |
| 2024-06-30 | $237k | 10k | 23.44 |
| 2024-03-31 | $264k | 10k | 25.74 |
| 2022-12-31 | $11k | 260 | 40.45 |
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