APWM
Atlas Private Wealth Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $636K | Buy |
4,277
+341
| +9% | +$50.7K | 0.27% | 88 |
|
|
2023
Q4 | $619K | Buy |
3,936
+203
| +5% | +$31.9K | 0.29% | 86 |
|
|
2023
Q3 | $582K | Buy |
3,733
+107
| +3% | +$16.7K | 0.31% | 83 |
|
|
2023
Q2 | $650K | Sell |
3,626
-19
| -0.5% | -$3.41K | 0.34% | 84 |
|
|
2023
Q1 | $707K | Buy |
3,645
+108
| +3% | +$21K | 0.43% | 77 |
|
|
2022
Q4 | $615K | Buy |
3,537
+963
| +37% | +$167K | 0.28% | 78 |
|
|
2022
Q3 | $416K | Buy |
2,574
+94
| +4% | +$15.2K | 0.3% | 82 |
|
|
2022
Q2 | $453K | Sell |
2,480
-255
| -9% | -$46.6K | 0.31% | 86 |
|
|
2022
Q1 | $586K | Buy |
2,735
+256
| +10% | +$54.9K | 0.34% | 86 |
|
|
2021
Q4 | $531K | Buy |
2,479
+281
| +13% | +$60.2K | 0.3% | 89 |
|
|
2021
Q3 | $400K | Buy |
2,198
+222
| +11% | +$40.4K | 0.24% | 94 |
|
|
2021
Q2 | $411K | Buy |
1,976
+269
| +16% | +$56K | 0.25% | 95 |
|
|
2021
Q1 | $290K | Buy |
1,707
+651
| +62% | +$111K | 0.19% | 104 |
|
|
2020
Q4 | $178K | Buy |
1,056
+201
| +24% | +$33.9K | 0.13% | 121 |
|
|
2020
Q3 | $142K | Buy |
855
+830
| +3,320% | +$138K | 0.11% | 124 |
|
|
2020
Q2 | $3K | Hold |
25
| – | – | ﹤0.01% | 411 |
|
|
2020
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 417 |
|
|
2019
Q4 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 423 |
|