DAS
Diversify Advisory Services’s United Parcel Service UPS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $526K | Buy |
6,012
+3,478
| +137% | +$304K | 0.02% | 519 |
|
2025
Q1 | $245K | Sell |
2,534
-5,052
| -67% | -$489K | 0.02% | 559 |
|
2024
Q4 | $935K | Sell |
7,586
-13,498
| -64% | -$1.66M | 0.05% | 238 |
|
2024
Q3 | $2.77M | Sell |
21,084
-2,936
| -12% | -$386K | 0.15% | 123 |
|
2024
Q2 | $3.23M | Sell |
24,020
-4,907
| -17% | -$659K | 0.18% | 103 |
|
2024
Q1 | $4.27M | Buy |
+28,927
| New | +$4.27M | 0.25% | 84 |
|