AWE
Avidian Wealth Enterprises’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Sell |
13,185
-730
| -5% | -$73.7K | 0.05% | 169 |
|
|
2025
Q1 | $1.53M | Sell |
13,915
-526
| -4% | -$57.9K | 0.07% | 151 |
|
|
2024
Q4 | $1.82M | Sell |
14,441
-530
| -4% | -$66.8K | 0.08% | 130 |
|
|
2024
Q3 | $2.04M | Sell |
14,971
-7,810
| -34% | -$1.06M | 0.09% | 114 |
|
|
2024
Q2 | $3.12M | Buy |
22,781
+869
| +4% | +$119K | 0.13% | 89 |
|
|
2024
Q1 | $3.26M | Buy |
21,912
+579
| +3% | +$86.1K | 0.16% | 76 |
|
|
2023
Q4 | $3.35M | Buy |
21,333
+45
| +0.2% | +$7.08K | 0.21% | 77 |
|
|
2023
Q3 | $3.32M | Sell |
21,288
-626
| -3% | -$97.6K | 0.23% | 77 |
|
|
2023
Q2 | $3.93M | Buy |
21,914
+9,127
| +71% | +$1.64M | 0.26% | 78 |
|
|
2023
Q1 | $2.48M | Buy |
12,787
+51
| +0.4% | +$9.89K | 0.14% | 124 |
|
|
2022
Q4 | $2.21M | Sell |
12,736
-110
| -0.9% | -$19.1K | 0.14% | 119 |
|
|
2022
Q3 | $2.08M | Sell |
12,846
-101
| -0.8% | -$16.3K | 0.15% | 95 |
|
|
2022
Q2 | $2.36M | Sell |
12,947
-1,641
| -11% | -$300K | 0.17% | 96 |
|
|
2022
Q1 | $3.13M | Buy |
14,588
+1,117
| +8% | +$240K | 0.19% | 87 |
|
|
2021
Q4 | $2.89M | Buy |
13,471
+1,766
| +15% | +$378K | 0.18% | 97 |
|
|
2021
Q3 | $2.13M | Buy |
11,705
+9,035
| +338% | +$1.65M | 0.16% | 91 |
|
|
2021
Q2 | $555K | Buy |
2,670
+500
| +23% | +$104K | 0.04% | 200 |
|
|
2021
Q1 | $369K | Buy |
2,170
+262
| +14% | +$44.6K | 0.03% | 249 |
|
|
2020
Q4 | $321K | Buy |
1,908
+321
| +20% | +$54K | 0.03% | 246 |
|
|
2020
Q3 | $264K | Buy |
+1,587
| New | +$264K | 0.03% | 230 |
|