EWA
EverSource Wealth Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $677K | Buy |
6,705
+2,521
| +60% | +$254K | 0.03% | 369 |
|
|
2025
Q1 | $460K | Buy |
4,184
+299
| +8% | +$32.9K | 0.03% | 399 |
|
|
2024
Q4 | $490K | Buy |
3,885
+378
| +11% | +$47.7K | 0.03% | 374 |
|
|
2024
Q3 | $478K | Sell |
3,507
-391
| -10% | -$53.3K | 0.03% | 337 |
|
|
2024
Q2 | $508K | Sell |
3,898
-90
| -2% | -$11.7K | 0.03% | 311 |
|
|
2024
Q1 | $588K | Buy |
3,988
+8
| +0.2% | +$1.18K | 0.05% | 243 |
|
|
2023
Q4 | $626K | Buy |
3,980
+141
| +4% | +$22.2K | 0.06% | 222 |
|
|
2023
Q3 | $598K | Sell |
3,839
-309
| -7% | -$48.2K | 0.06% | 208 |
|
|
2023
Q2 | $744K | Sell |
4,148
-626
| -13% | -$112K | 0.08% | 193 |
|
|
2023
Q1 | $926K | Sell |
4,774
-61
| -1% | -$11.8K | 0.12% | 150 |
|
|
2022
Q4 | $841K | Sell |
4,835
-3,882
| -45% | -$675K | 0.13% | 136 |
|
|
2022
Q3 | $1.41M | Buy |
8,717
+4,218
| +94% | +$681K | 0.32% | 59 |
|
|
2022
Q2 | $822K | Buy |
4,499
+427
| +10% | +$78K | 0.21% | 88 |
|
|
2022
Q1 | $873K | Buy |
4,072
+536
| +15% | +$115K | 0.22% | 85 |
|
|
2021
Q4 | $758K | Buy |
+3,536
| New | +$758K | 0.21% | 76 |
|