Laird Norton Wetherby Wealth Management’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 | $159K | Buy |
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|
2024
Q4 | $69K | Buy |
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|
2024
Q3 | $99.6K | Buy |
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|
2024
Q2 | $94.1K | Buy |
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|
2024
Q1 | $129K | Buy |
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|
2023
Q4 | $120K | Sell |
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|
2023
Q3 | $81.8K | Sell |
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|
2023
Q2 | $101K | Buy |
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|
2023
Q1 | $70K | Buy |
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|
2022
Q4 | $51.2K | Buy |
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|
2022
Q3 | $39K | Sell |
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|
2022
Q2 | $55K | Sell |
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|
2022
Q1 | $74K | Sell |
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|
2021
Q4 | $72K | Buy |
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|
2021
Q3 | $55K | Sell |
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|
2021
Q2 | $83K | Sell |
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|
2021
Q1 | $92K | Sell |
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|
2020
Q4 | $112K | Sell |
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|
2020
Q3 | $87K | Sell |
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|
2020
Q2 | $86K | Buy |
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|
2020
Q1 | $45K | Sell |
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|
2019
Q4 | $217K | Buy |
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|
2019
Q3 | $122K | Sell |
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|
2019
Q2 | $156K | Sell |
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|
2019
Q1 | $238K | Sell |
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|
2018
Q4 | $269K | Buy |
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|
2018
Q3 | $120K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $274K | Buy |
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|
2017
Q4 | $275K | Buy |
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|
2017
Q3 | $284K | Buy |
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|
2017
Q2 | $277K | Buy |
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|
2017
Q1 | $215K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $276K | Buy |
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|
2015
Q1 | $230K | Buy |
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