Allworth Financial’s Ultrapar UGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09K | Buy |
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|
2025
Q1 | $1.88K | Buy |
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|
2024
Q4 | $572 | Sell |
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|
2024
Q3 | $1.73K | Hold |
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|
2024
Q2 | $1.86K | Hold |
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|
2024
Q1 | $2.55K | Hold |
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|
2023
Q4 | $2.41K | Hold |
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|
2023
Q3 | $1.63K | Buy |
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|
2023
Q2 | $1.03K | Hold |
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|
2023
Q1 | $718 | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Buy |
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