JFS 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 | $830 | Hold |
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|
2025
Q1 | $780 | Sell |
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|
2024
Q4 | $679 | Sell |
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|
2024
Q3 | $1.26K | Hold |
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|
2024
Q2 | $1.27K | Hold |
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|
2024
Q1 | $1.85K | Hold |
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|
2023
Q4 | $1.76K | Hold |
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|
2023
Q3 | $1.19K | Hold |
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|
2023
Q2 | $1.27K | Buy |
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|
2023
Q1 | $691 | Hold |
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|
2022
Q4 | $612 | Sell |
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|
2022
Q3 | $1K | Buy |
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|
2022
Q2 | $0 | Hold |
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|
2022
Q1 | $0 | Buy |
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