JFS Wealth Advisors’s Ultrapar UGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $830 | Hold |
253
| – | – | ﹤0.01% | 1614 |
|
|
2025
Q1 | $780 | Sell |
253
-5
| -2% | -$15 | ﹤0.01% | 1694 |
|
|
2024
Q4 | $679 | Sell |
258
-66
| -20% | -$174 | ﹤0.01% | 1739 |
|
|
2024
Q3 | $1.26K | Hold |
324
| – | – | ﹤0.01% | 1647 |
|
|
2024
Q2 | $1.27K | Hold |
324
| – | – | ﹤0.01% | 1605 |
|
|
2024
Q1 | $1.85K | Hold |
324
| – | – | ﹤0.01% | 1475 |
|
|
2023
Q4 | $1.76K | Hold |
324
| – | – | ﹤0.01% | 1487 |
|
|
2023
Q3 | $1.19K | Hold |
324
| – | – | ﹤0.01% | 1549 |
|
|
2023
Q2 | $1.27K | Buy |
324
+71
| +28% | +$279 | ﹤0.01% | 1528 |
|
|
2023
Q1 | $691 | Hold |
253
| – | – | ﹤0.01% | 1668 |
|
|
2022
Q4 | $612 | Sell |
253
-159
| -39% | -$385 | ﹤0.01% | 1703 |
|
|
2022
Q3 | $1K | Buy |
412
+280
| +212% | +$680 | ﹤0.01% | 1667 |
|
|
2022
Q2 | $0 | Hold |
132
| – | – | ﹤0.01% | 1943 |
|
|
2022
Q1 | $0 | Buy |
+132
| New | – | ﹤0.01% | 1971 |
|