AEPWM
Atlantic Edge Private 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 | $37.1K | Sell |
368
-45
| -11% | -$4.54K | 0.01% | 230 |
|
|
2025
Q1 | $45.4K | Buy |
413
+5
| +1% | +$549 | 0.01% | 210 |
|
|
2024
Q4 | $51.5K | Buy |
408
+308
| +308% | +$38.9K | 0.02% | 198 |
|
|
2024
Q3 | $13.6K | Hold |
100
| – | – | ﹤0.01% | 305 |
|
|
2024
Q2 | $13.7K | Buy |
100
+50
| +100% | +$6.84K | ﹤0.01% | 290 |
|
|
2024
Q1 | $7.43K | Hold |
50
| – | – | ﹤0.01% | 344 |
|
|
2023
Q4 | $7.86K | Buy |
+50
| New | +$7.86K | ﹤0.01% | 318 |
|