Sequoia Financial 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
$194K Buy
59,097
+6,702
+13% +$22K ﹤0.01% 1476
2025
Q1
$161K Buy
52,395
+19,918
+61% +$61.3K ﹤0.01% 1283
2024
Q4
$85.4K Buy
32,477
+20,510
+171% +$53.9K ﹤0.01% 1286
2024
Q3
$46.4K Buy
+11,967
New +$46.4K ﹤0.01% 1250