AWA
Amplius Wealth Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $834K | Sell |
8,267
-62
| -0.7% | -$6.26K | 0.08% | 89 |
|
|
2025
Q1 | $916K | Buy |
8,329
+513
| +7% | +$56.4K | 0.1% | 77 |
|
|
2024
Q4 | $986K | Sell |
7,816
-3
| -0% | -$378 | 0.1% | 72 |
|
|
2024
Q3 | $1.07M | Sell |
7,819
-20
| -0.3% | -$2.73K | 0.12% | 68 |
|
|
2024
Q2 | $1.07M | Sell |
7,839
-144
| -2% | -$19.7K | 0.12% | 70 |
|
|
2024
Q1 | $1.19M | Sell |
7,983
-90
| -1% | -$13.4K | 0.13% | 67 |
|
|
2023
Q4 | $1.27M | Buy |
8,073
+147
| +2% | +$23.1K | 0.15% | 60 |
|
|
2023
Q3 | $1.24M | Sell |
7,926
-62
| -0.8% | -$9.66K | 0.17% | 60 |
|
|
2023
Q2 | $1.43M | Sell |
7,988
-39
| -0.5% | -$6.99K | 0.19% | 57 |
|
|
2023
Q1 | $1.56M | Buy |
8,027
+138
| +2% | +$26.8K | 0.22% | 53 |
|
|
2022
Q4 | $1.37M | Sell |
7,889
-464
| -6% | -$80.7K | 0.22% | 55 |
|
|
2022
Q3 | $1.35M | Buy |
8,353
+461
| +6% | +$74.5K | 0.24% | 52 |
|
|
2022
Q2 | $1.44M | Sell |
7,892
-74
| -0.9% | -$13.5K | 0.23% | 54 |
|
|
2022
Q1 | $1.71M | Sell |
7,966
-13
| -0.2% | -$2.79K | 0.26% | 46 |
|
|
2021
Q4 | $1.71M | Buy |
+7,979
| New | +$1.71M | 0.24% | 49 |
|