UGI Corporation shares owned by GoalVest Advisory
Quarter-by-quarter ownership of UGI Corporation (UGI) shares owned by GoalVest Advisory
from 13F filings
Historical chart of GoalVest Advisory investment in UGI Corporation
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Quarterly reported holdings in UGI Corporation by GoalVest Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $1.7k | 48 | 34.54 |
| 2023-12-31 | $3.3k | 136 | 24.60 |
| 2023-09-30 | $636k | 28k | 23.00 |
| 2023-06-30 | $820k | 30k | 26.97 |
| 2023-03-31 | $1.2M | 33k | 34.75 |
| 2022-12-31 | $1.1M | 30k | 37.07 |
| 2022-09-30 | $837k | 26k | 32.35 |
| 2022-06-30 | $864k | 22k | 38.51 |