GWM
Geneos Wealth Management’s Ultrapar UGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $640 | Buy |
+195
| New | +$640 | ﹤0.01% | 3079 |
|
|
2023
Q1 | – | Sell |
-400
| Closed | -$968 | – | 2102 |
|
|
2022
Q4 | $968 | Hold |
400
| – | – | ﹤0.01% | 1968 |
|
|
2022
Q3 | $0 | Hold |
400
| – | – | ﹤0.01% | 2567 |
|
|
2022
Q2 | $0 | Hold |
400
| – | – | ﹤0.01% | 2797 |
|
|
2022
Q1 | $1K | Hold |
400
| – | – | ﹤0.01% | 2700 |
|
|
2021
Q4 | $1K | Hold |
400
| – | – | ﹤0.01% | 2722 |
|
|
2021
Q3 | $1K | Hold |
400
| – | – | ﹤0.01% | 2790 |
|
|
2021
Q2 | $1K | Hold |
400
| – | – | ﹤0.01% | 2806 |
|
|
2021
Q1 | $1K | Hold |
400
| – | – | ﹤0.01% | 3068 |
|
|
2020
Q4 | $1K | Buy |
+400
| New | +$1K | ﹤0.01% | 2839 |
|