AWM
Axxcess 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 | $229K | Sell |
2,273
-5,347
| -70% | -$540K | 0.01% | 797 |
|
|
2025
Q1 | $838K | Sell |
7,620
-4,642
| -38% | -$511K | 0.02% | 439 |
|
|
2024
Q4 | $1.55M | Sell |
12,262
-37,974
| -76% | -$4.79M | 0.04% | 326 |
|
|
2024
Q3 | $6.85M | Sell |
50,236
-4,615
| -8% | -$629K | 0.17% | 107 |
|
|
2024
Q2 | $7.51M | Buy |
54,851
+1,657
| +3% | +$227K | 0.2% | 91 |
|
|
2024
Q1 | $7.91M | Sell |
53,194
-1,700
| -3% | -$253K | 0.22% | 85 |
|
|
2023
Q4 | $8.63M | Sell |
54,894
-101,188
| -65% | -$15.9M | 0.25% | 83 |
|
|
2023
Q3 | $24.3M | Sell |
156,082
-29,170
| -16% | -$4.55M | 0.83% | 25 |
|
|
2023
Q2 | $33.2M | Buy |
185,252
+66,910
| +57% | +$12M | 2.4% | 4 |
|
|
2023
Q1 | $23M | Sell |
118,342
-447
| -0.4% | -$86.7K | 1.74% | 7 |
|
|
2022
Q4 | $20.7M | Sell |
118,789
-415
| -0.3% | -$72.1K | 1.7% | 8 |
|
|
2022
Q3 | $19.3M | Buy |
119,204
+44,364
| +59% | +$7.17M | 1.82% | 6 |
|
|
2022
Q2 | $13.7M | Buy |
74,840
+1,677
| +2% | +$306K | 1.26% | 9 |
|
|
2022
Q1 | $15.7M | Buy |
73,163
+184
| +0.3% | +$39.5K | 1.23% | 12 |
|
|
2021
Q4 | $15.6M | Buy |
+72,979
| New | +$15.6M | 1.14% | 12 |
|