Ritholtz Wealth Management’s Ultrapar UGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $512K | Buy |
156,042
+56,427
| +57% | +$185K | 0.01% | 634 |
|
|
2025
Q1 | $307K | Sell |
99,615
-144,964
| -59% | -$446K | 0.01% | 741 |
|
|
2024
Q4 | $643K | Sell |
244,579
-38,668
| -14% | -$102K | 0.02% | 484 |
|
|
2024
Q3 | $1.1M | Buy |
283,247
+99,324
| +54% | +$385K | 0.03% | 350 |
|
|
2024
Q2 | $719K | Sell |
183,923
-36,412
| -17% | -$142K | 0.02% | 430 |
|
|
2024
Q1 | $1.26M | Buy |
220,335
+111,712
| +103% | +$639K | 0.04% | 300 |
|
|
2023
Q4 | $589K | Buy |
108,623
+88,980
| +453% | +$482K | 0.02% | 454 |
|
|
2023
Q3 | $72.1K | Buy |
+19,643
| New | +$72.1K | ﹤0.01% | 686 |
|