Creative Planning’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 | $1.37M | Buy |
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|
2025
Q2 | $820K | Buy |
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|
2025
Q1 | $534K | Sell |
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|
2024
Q4 | $470K | Buy |
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|
2024
Q3 | $217K | Buy |
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|
2024
Q2 | $151K | Sell |
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|
2024
Q1 | $370K | Buy |
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|
2023
Q4 | $271K | Buy |
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|
2023
Q3 | $46.9K | Buy |
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|
2023
Q2 | $41.6K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $77K | Buy |
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|
2017
Q1 | $52K | Hold |
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|
2016
Q4 | $48K | Hold |
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|
2016
Q3 | $50K | Hold |
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|
2016
Q2 | $51K | Hold |
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|
2016
Q1 | $44K | Hold |
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|
2015
Q4 | $35K | Hold |
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|
2015
Q3 | $38K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $46K | Hold |
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|
2014
Q4 | $44K | Hold |
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|
2014
Q3 | $49K | Hold |
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|
2014
Q2 | $54K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $12K | Sell |
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|
2013
Q3 | $16K | Hold |
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|
2013
Q2 | $15K | Buy |
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