EverSource Wealth Advisors’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 | $21.6K | Buy |
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|
2025
Q1 | $14.7K | Buy |
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|
2024
Q4 | $11K | Buy |
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|
2024
Q3 | $15.7K | Buy |
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|
2024
Q2 | $14.8K | Buy |
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|
2024
Q1 | $8.72K | Buy |
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|
2023
Q4 | $705 | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $2K | Hold |
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|
2021
Q4 | $2K | Buy |
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