DFA
DHJJ Financial Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Sell |
16,783
-122
| -0.7% | -$12.3K | 0.61% | 29 |
|
|
2025
Q1 | $1.86M | Hold |
16,905
| – | – | 0.75% | 26 |
|
|
2024
Q4 | $2.13M | Hold |
16,905
| – | – | 0.83% | 24 |
|
|
2024
Q3 | $2.3M | Hold |
16,905
| – | – | 0.91% | 22 |
|
|
2024
Q2 | $2.31M | Hold |
16,905
| – | – | 0.98% | 20 |
|
|
2024
Q1 | $2.51M | Hold |
16,905
| – | – | 1.11% | 19 |
|
|
2023
Q4 | $2.66M | Hold |
16,905
| – | – | 1.24% | 16 |
|
|
2023
Q3 | $2.63M | Hold |
16,905
| – | – | 1.34% | 15 |
|
|
2023
Q2 | $3.03M | Hold |
16,905
| – | – | 1.58% | 15 |
|
|
2023
Q1 | $3.28M | Hold |
16,905
| – | – | 1.78% | 11 |
|
|
2022
Q4 | $2.94M | Hold |
16,905
| – | – | 1.68% | 12 |
|
|
2022
Q3 | $2.73M | Hold |
16,905
| – | – | 1.59% | 15 |
|
|
2022
Q2 | $3.09M | Hold |
16,905
| – | – | 1.72% | 13 |
|
|
2022
Q1 | $3.49M | Hold |
16,905
| – | – | 1.68% | 13 |
|
|
2021
Q4 | $3.62M | Sell |
16,905
-448
| -3% | -$96K | 1.7% | 14 |
|
|
2021
Q3 | $3.16M | Hold |
17,353
| – | – | 1.63% | 16 |
|
|
2021
Q2 | $3.61M | Hold |
17,353
| – | – | 1.91% | 12 |
|
|
2021
Q1 | $2.95M | Hold |
17,353
| – | – | 1.71% | 16 |
|
|
2020
Q4 | $2.92M | Buy |
+17,353
| New | +$2.92M | 1.84% | 15 |
|