AWAG
ARS Wealth Advisors Group’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.27M | Buy |
42,300
+3,607
| +9% | +$364K | 0.49% | 40 |
|
|
2025
Q1 | $4.26M | Buy |
38,693
+2,959
| +8% | +$325K | 0.6% | 34 |
|
|
2024
Q4 | $4.51M | Buy |
35,734
+605
| +2% | +$76.3K | 0.62% | 35 |
|
|
2024
Q3 | $4.79M | Buy |
35,129
+903
| +3% | +$123K | 0.59% | 38 |
|
|
2024
Q2 | $4.68M | Sell |
34,226
-374
| -1% | -$51.2K | 0.61% | 39 |
|
|
2024
Q1 | $5.14M | Sell |
34,600
-5,314
| -13% | -$790K | 0.69% | 38 |
|
|
2023
Q4 | $6.28M | Sell |
39,914
-149
| -0.4% | -$23.4K | 0.93% | 35 |
|
|
2023
Q3 | $6.24M | Buy |
40,063
+1,003
| +3% | +$156K | 1.02% | 39 |
|
|
2023
Q2 | $7M | Buy |
39,060
+1,766
| +5% | +$317K | 1.11% | 36 |
|
|
2023
Q1 | $7.23M | Buy |
37,294
+12,484
| +50% | +$2.42M | 1.33% | 31 |
|
|
2022
Q4 | $4.31M | Buy |
24,810
+976
| +4% | +$170K | 0.71% | 48 |
|
|
2022
Q3 | $3.85M | Buy |
23,834
+1,060
| +5% | +$171K | 0.59% | 50 |
|
|
2022
Q2 | $4.16M | Buy |
+22,774
| New | +$4.16M | 0.57% | 57 |
|