Carson Wealth (CWM LLC)’s Ultrapar UGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $43K | Sell |
|
|||||
|
2025
Q2 | $35K | Buy |
|
|||||
|
2025
Q1 | $29K | Buy |
|
|||||
|
2024
Q4 | $16K | Sell |
|
|||||
|
2024
Q3 | $28K | Buy |
|
|||||
|
2024
Q2 | $14K | Sell |
|
|||||
|
2024
Q1 | $23K | Buy |
|
|||||
|
2023
Q4 | $18K | Buy |
|
|||||
|
2023
Q3 | $10K | Buy |
|
|||||
|
2023
Q2 | $6K | Buy |
|
|||||
|
2023
Q1 | $4K | Buy |
|
|||||
|
2022
Q4 | $3K | Hold |
|
|||||
|
2022
Q3 | $3K | Buy |
|
|||||
|
2022
Q2 | $3K | Sell |
|
|||||
|
2022
Q1 | $12K | Buy |
|
|||||
|
2021
Q4 | $5K | Buy |
|