Corient Private Wealth
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Corient Private Wealth’s Ultrapar UGP Stock Holding History

Corient Private Wealth’s Portfolio UGP Stock Details UGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$202K Buy
61,535
+189
+0.3% +$620 ﹤0.01% 2327
2025
Q1 		$189K Buy
61,346
+21,857
+55% +$67.3K ﹤0.01% 2081
2024
Q4 		$104K Buy
39,489
+17,531
+80% +$46.1K ﹤0.01% 2214
2024
Q3 		$85.2K Buy
+21,958
New +$85.2K ﹤0.01% 2317