Financial Gravity Asset Management’s Ultrapar UGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $253 | Buy |
+82
| New | +$253 | ﹤0.01% | 963 |
|
|
2024
Q2 | – | Sell |
-1,562
| Closed | -$8.94K | – | 2474 |
|
|
2024
Q1 | $8.94K | Buy |
1,562
+535
| +52% | +$3.06K | ﹤0.01% | 743 |
|
|
2023
Q4 | $4.7K | Buy |
1,027
+433
| +73% | +$1.98K | ﹤0.01% | 877 |
|
|
2023
Q3 | $2.36K | Buy |
+594
| New | +$2.36K | ﹤0.01% | 685 |
|
|
2020
Q1 | – | Sell |
-72
| Closed | -$6K | – | 1376 |
|
|
2019
Q4 | $6K | Sell |
72
-6
| -8% | -$500 | ﹤0.01% | 1254 |
|
|
2019
Q3 | $0 | Buy |
78
+15
| +24% | – | ﹤0.01% | 1603 |
|
|
2019
Q2 | $0 | Sell |
63
-349
| -85% | – | ﹤0.01% | 1687 |
|
|
2019
Q1 | $2K | Buy |
+412
| New | +$2K | ﹤0.01% | 995 |
|
|
2018
Q3 | $0 | Sell |
80
-6
| -7% | – | ﹤0.01% | 1636 |
|
|
2018
Q2 | $0 | Sell |
86
-6,252
| -99% | – | ﹤0.01% | 1621 |
|
|
2018
Q1 | $53K | Buy |
+6,338
| New | +$53K | 0.05% | 298 |
|