AAM
Austin Asset Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Hold |
2,505
| – | – | 0.05% | 68 |
|
|
2025
Q1 | $276K | Hold |
2,505
| – | – | 0.06% | 64 |
|
|
2024
Q4 | $316K | Hold |
2,505
| – | – | 0.06% | 60 |
|
|
2024
Q3 | $342K | Hold |
2,505
| – | – | 0.07% | 53 |
|
|
2024
Q2 | $343K | Hold |
2,505
| – | – | 0.07% | 52 |
|
|
2024
Q1 | $372K | Sell |
2,505
-50
| -2% | -$7.43K | 0.08% | 46 |
|
|
2023
Q4 | $402K | Hold |
2,555
| – | – | 0.11% | 44 |
|
|
2023
Q3 | $398K | Hold |
2,555
| – | – | 0.12% | 42 |
|
|
2023
Q2 | $458K | Sell |
2,555
-1
| -0% | -$179 | 0.13% | 39 |
|
|
2023
Q1 | $496K | Buy |
2,556
+25
| +1% | +$4.85K | 0.16% | 32 |
|
|
2022
Q4 | $409K | Hold |
2,531
| – | – | 0.15% | 32 |
|
|
2022
Q3 | $409K | Buy |
2,531
+26
| +1% | +$4.2K | 0.15% | 32 |
|
|
2022
Q2 | $457K | Sell |
2,505
-111
| -4% | -$20.3K | 0.16% | 30 |
|
|
2022
Q1 | $561K | Sell |
2,616
-28
| -1% | -$6.01K | 0.18% | 30 |
|
|
2021
Q4 | $567K | Buy |
+2,644
| New | +$567K | 0.18% | 33 |
|