CWG
Cornerstone Wealth Group’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Buy |
2,557
+97
| +4% | +$9.79K | 0.02% | 272 |
|
|
2025
Q1 | $271K | Sell |
2,460
-249
| -9% | -$27.4K | 0.02% | 238 |
|
|
2024
Q4 | $342K | Sell |
2,709
-481
| -15% | -$60.6K | 0.03% | 198 |
|
|
2024
Q3 | $435K | Buy |
3,190
+273
| +9% | +$37.2K | 0.04% | 176 |
|
|
2024
Q2 | $399K | Sell |
2,917
-205
| -7% | -$28.1K | 0.04% | 174 |
|
|
2024
Q1 | $464K | Buy |
3,122
+635
| +26% | +$94.4K | 0.04% | 162 |
|
|
2023
Q4 | $391K | Buy |
2,487
+23
| +0.9% | +$3.62K | 0.06% | 110 |
|
|
2023
Q3 | $384K | Sell |
2,464
-183
| -7% | -$28.5K | 0.07% | 112 |
|
|
2023
Q2 | $474K | Sell |
2,647
-13,005
| -83% | -$2.33M | 0.09% | 108 |
|
|
2023
Q1 | $3.04M | Sell |
15,652
-266
| -2% | -$51.6K | 0.54% | 68 |
|
|
2022
Q4 | $2.77M | Buy |
15,918
+12,580
| +377% | +$2.19M | 0.52% | 63 |
|
|
2022
Q3 | $539K | Buy |
3,338
+1
| +0% | +$161 | 0.12% | 91 |
|
|
2022
Q2 | $609K | Sell |
3,337
-11,972
| -78% | -$2.18M | 0.13% | 92 |
|
|
2022
Q1 | $3.28M | Buy |
15,309
+12,049
| +370% | +$2.58M | 0.6% | 65 |
|
|
2021
Q4 | $699K | Sell |
3,260
-134
| -4% | -$28.7K | 0.12% | 106 |
|
|
2021
Q3 | $618K | Buy |
3,394
+54
| +2% | +$9.83K | 0.11% | 109 |
|
|
2021
Q2 | $706K | Buy |
3,340
+71
| +2% | +$15K | 0.14% | 99 |
|
|
2021
Q1 | $584K | Buy |
3,269
+30
| +0.9% | +$5.36K | 0.12% | 113 |
|
|
2020
Q4 | $545K | Buy |
3,239
+45
| +1% | +$7.57K | 0.13% | 110 |
|
|
2020
Q3 | $532K | Sell |
3,194
-780
| -20% | -$130K | 0.15% | 92 |
|
|
2020
Q2 | $442K | Sell |
3,974
-243
| -6% | -$27K | 0.11% | 91 |
|
|
2020
Q1 | $394K | Buy |
4,217
+57
| +1% | +$5.33K | 0.14% | 81 |
|
|
2019
Q4 | $487K | Hold |
4,160
| – | – | 0.13% | 106 |
|
|
2019
Q3 | $498K | Sell |
4,160
-151
| -4% | -$18.1K | 0.12% | 94 |
|
|
2019
Q2 | $445K | Hold |
4,311
| – | – | 0.12% | 119 |
|
|
2019
Q1 | $482K | Buy |
+4,311
| New | +$482K | 0.12% | 119 |
|