West Family Investments’s Ultrapar UGP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $109K | Buy |
33,240
+1,783
| +6% | +$5.85K | 0.03% | 355 |
|
2025
Q1 | $96.9K | Buy |
+31,457
| New | +$96.9K | 0.04% | 265 |
|
2022
Q3 | – | Sell |
-24,804
| Closed | -$58K | – | 261 |
|
2022
Q2 | $58K | Sell |
24,804
-1,014
| -4% | -$2.37K | 0.02% | 220 |
|
2022
Q1 | $78K | Hold |
25,818
| – | – | 0.02% | 285 |
|
2021
Q4 | $68K | Buy |
+25,818
| New | +$68K | 0.02% | 311 |
|