AWM
Aries Wealth Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,956
| Closed | -$215K | – | 231 |
|
|
2025
Q1 | $215K | Hold |
1,956
| – | – | 0.06% | 211 |
|
|
2024
Q4 | $247K | Hold |
1,956
| – | – | 0.07% | 196 |
|
|
2024
Q3 | $267K | Sell |
1,956
-20
| -1% | -$2.73K | 0.07% | 199 |
|
|
2024
Q2 | $270K | Sell |
1,976
-200
| -9% | -$27.4K | 0.09% | 168 |
|
|
2024
Q1 | $323K | Sell |
2,176
-120
| -5% | -$17.8K | 0.1% | 158 |
|
|
2023
Q4 | $361K | Sell |
2,296
-5
| -0.2% | -$786 | 0.13% | 139 |
|
|
2023
Q3 | $360K | Buy |
2,301
+5
| +0.2% | +$783 | 0.14% | 131 |
|
|
2023
Q2 | $412K | Hold |
2,296
| – | – | 0.16% | 127 |
|
|
2023
Q1 | $445K | Hold |
2,296
| – | – | 0.18% | 120 |
|
|
2022
Q4 | $399K | Hold |
2,296
| – | – | 0.17% | 123 |
|
|
2022
Q3 | $385K | Buy |
2,296
+100
| +5% | +$16.8K | 0.17% | 118 |
|
|
2022
Q2 | $401K | Buy |
+2,196
| New | +$401K | 0.18% | 112 |
|
|
2022
Q1 | – | Sell |
-2,216
| Closed | -$475K | – | 215 |
|
|
2021
Q4 | $475K | Buy |
2,216
+60
| +3% | +$12.9K | 0.18% | 113 |
|
|
2021
Q3 | $393K | Buy |
2,156
+70
| +3% | +$12.8K | 0.17% | 124 |
|
|
2021
Q2 | $434K | Buy |
2,086
+80
| +4% | +$16.6K | 0.19% | 111 |
|
|
2021
Q1 | $353K | Buy |
2,006
+75
| +4% | +$13.2K | 0.16% | 122 |
|
|
2020
Q4 | $306K | Hold |
1,931
| – | – | 0.15% | 123 |
|
|
2020
Q3 | $322K | Buy |
1,931
+65
| +3% | +$10.8K | 0.18% | 107 |
|
|
2020
Q2 | $207K | Buy |
+1,866
| New | +$207K | 0.13% | 133 |
|
|
2020
Q1 | – | Sell |
-1,776
| Closed | -$206K | – | 155 |
|
|
2019
Q4 | $206K | Hold |
1,776
| – | – | 0.13% | 147 |
|
|
2019
Q3 | $206K | Buy |
+1,776
| New | +$206K | 0.14% | 143 |
|
|
2019
Q2 | – | Sell |
-1,973
| Closed | -$220K | – | 161 |
|
|
2019
Q1 | $220K | Buy |
+1,973
| New | +$220K | 0.16% | 132 |
|
|
2018
Q4 | – | Sell |
-1,986
| Closed | -$232K | – | 132 |
|
|
2018
Q3 | $232K | Hold |
1,986
| – | – | 0.21% | 113 |
|
|
2018
Q2 | $238K | Sell |
1,986
-35
| -2% | -$4.19K | 0.22% | 107 |
|
|
2018
Q1 | $214K | Buy |
2,021
+327
| +19% | +$34.6K | 0.21% | 112 |
|
|
2017
Q4 | $225K | Buy |
+1,694
| New | +$225K | 0.21% | 109 |
|