UGI Corporation shares owned by BKD Wealth Advisors
Quarter-by-quarter ownership of UGI Corporation (UGI) shares owned by BKD Wealth Advisors
from 13F filings
Historical chart of BKD Wealth Advisors investment in UGI Corporation
Tip: Access up to 7 years of quarterly data
All positions including UGI Corporation held by BKD Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in UGI Corporation by BKD Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $311k | 14k | 22.90 |
2024-03-31 | $287k | 12k | 24.54 |
2023-12-31 | $244k | 9.9k | 24.60 |
2023-09-30 | $200k | 8.7k | 23.00 |
2023-06-30 | $350k | 13k | 26.97 |
2023-03-31 | $269k | 7.7k | 34.76 |
2022-12-31 | $287k | 7.7k | 37.07 |
2022-09-30 | $248k | 7.7k | 32.28 |
2022-06-30 | $288k | 7.5k | 38.63 |
2022-03-31 | $248k | 6.8k | 36.27 |
2021-12-31 | $285k | 6.2k | 45.89 |
2021-09-30 | $259k | 6.1k | 42.70 |
2021-06-30 | $269k | 5.8k | 46.28 |
2021-03-31 | $262k | 6.4k | 40.94 |
2020-12-31 | $239k | 6.8k | 34.92 |
2020-09-30 | $213k | 6.4k | 33.03 |