EverSource Wealth Advisors’s Ultrapar UGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.6K | Buy |
6,586
+1,800
| +38% | +$5.9K | ﹤0.01% | 2225 |
|
|
2025
Q1 | $14.7K | Buy |
4,786
+591
| +14% | +$1.82K | ﹤0.01% | 1878 |
|
|
2024
Q4 | $11K | Buy |
4,195
+151
| +4% | +$397 | ﹤0.01% | 1936 |
|
|
2024
Q3 | $15.7K | Buy |
4,044
+283
| +8% | +$1.1K | ﹤0.01% | 1614 |
|
|
2024
Q2 | $14.8K | Buy |
3,761
+2,024
| +117% | +$7.98K | ﹤0.01% | 1662 |
|
|
2024
Q1 | $8.72K | Buy |
1,737
+1,607
| +1,236% | +$8.07K | ﹤0.01% | 1764 |
|
|
2023
Q4 | $705 | Buy |
+130
| New | +$705 | ﹤0.01% | 2459 |
|
|
2022
Q4 | – | Sell |
-621
| Closed | -$1K | – | 2437 |
|
|
2022
Q3 | $1K | Hold |
621
| – | – | ﹤0.01% | 1910 |
|
|
2022
Q2 | $1K | Hold |
621
| – | – | ﹤0.01% | 1680 |
|
|
2022
Q1 | $2K | Hold |
621
| – | – | ﹤0.01% | 1595 |
|
|
2021
Q4 | $2K | Buy |
+621
| New | +$2K | ﹤0.01% | 1638 |
|