AWAU
Alliance Wealth Advisors (Utah)’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $397K | Sell |
3,936
-86
| -2% | -$8.68K | 0.1% | 189 |
|
|
2025
Q1 | $442K | Buy |
4,022
+1,028
| +34% | +$113K | 0.12% | 170 |
|
|
2024
Q4 | $378K | Sell |
2,994
-116
| -4% | -$14.6K | 0.1% | 191 |
|
|
2024
Q3 | $424K | Buy |
3,110
+566
| +22% | +$77.2K | 0.11% | 166 |
|
|
2024
Q2 | $348K | Sell |
2,544
-149
| -6% | -$20.4K | 0.1% | 177 |
|
|
2024
Q1 | $400K | Buy |
2,693
+61
| +2% | +$9.07K | 0.12% | 168 |
|
|
2023
Q4 | $414K | Sell |
2,632
-282
| -10% | -$44.3K | 0.14% | 159 |
|
|
2023
Q3 | $454K | Sell |
2,914
-148
| -5% | -$23.1K | 0.17% | 132 |
|
|
2023
Q2 | $549K | Buy |
3,062
+57
| +2% | +$10.2K | 0.2% | 112 |
|
|
2023
Q1 | $583K | Buy |
3,005
+180
| +6% | +$34.9K | 0.23% | 102 |
|
|
2022
Q4 | $491K | Buy |
+2,825
| New | +$491K | 0.22% | 110 |
|