BA
Bellwether Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $85.8K | Hold |
850
| – | – | 0.01% | 184 |
|
|
2025
Q1 | $93.5K | Hold |
850
| – | – | 0.02% | 178 |
|
|
2024
Q4 | $107K | Buy |
+850
| New | +$107K | 0.02% | 172 |
|
|
2023
Q2 | – | Sell |
-850
| Closed | -$165K | – | 445 |
|
|
2023
Q1 | $165K | Hold |
850
| – | – | 0.05% | 127 |
|
|
2022
Q4 | $148K | Hold |
850
| – | – | 0.04% | 136 |
|
|
2022
Q3 | $137K | Hold |
850
| – | – | 0.05% | 113 |
|
|
2022
Q2 | $155K | Sell |
850
-24
| -3% | -$4.38K | 0.05% | 118 |
|
|
2022
Q1 | $187K | Hold |
874
| – | – | 0.06% | 136 |
|
|
2021
Q4 | $187K | Hold |
874
| – | – | 0.06% | 126 |
|
|
2021
Q3 | $159K | Buy |
874
+24
| +3% | +$4.37K | 0.05% | 153 |
|
|
2021
Q2 | $176K | Hold |
850
| – | – | 0.06% | 132 |
|
|
2021
Q1 | $144K | Hold |
850
| – | – | 0.06% | 125 |
|
|
2020
Q4 | $143K | Buy |
+850
| New | +$143K | 0.06% | 116 |
|