AW
Atlas Wealth’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $328K | Sell |
3,139
-47
| -1% | -$4.91K | 0.12% | 80 |
|
|
2025
Q1 | $350K | Buy |
3,186
+435
| +16% | +$47.8K | 0.14% | 71 |
|
|
2024
Q4 | $347K | Hold |
2,751
| – | – | 0.13% | 71 |
|
|
2024
Q3 | $375K | Sell |
2,751
-2,751
| -50% | -$375K | 0.16% | 62 |
|
|
2024
Q2 | $746K | Buy |
5,502
+2,751
| +100% | +$373K | 0.09% | 120 |
|
|
2024
Q1 | $409K | Hold |
2,751
| – | – | 0.2% | 56 |
|
|
2023
Q4 | $429K | Hold |
2,751
| – | – | 0.23% | 52 |
|
|
2023
Q3 | $429K | Hold |
2,751
| – | – | 0.08% | 123 |
|
|
2023
Q2 | $508K | Hold |
2,751
| – | – | 0.09% | 117 |
|
|
2023
Q1 | $534K | Hold |
2,751
| – | – | 0.1% | 112 |
|
|
2022
Q4 | $478K | Buy |
+2,751
| New | +$478K | 0.13% | 80 |
|