EWM
Executive Wealth Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $7.2M | Buy |
57,111
+714
| +1% | +$90K | 0.56% | 61 |
|
|
2024
Q3 | $7.69M | Buy |
+56,397
| New | +$7.69M | 0.6% | 54 |
|
|
2024
Q2 | – | Sell |
-53,635
| Closed | -$7.92M | – | 238 |
|
|
2024
Q1 | $7.92M | Buy |
53,635
+491
| +0.9% | +$72.5K | 0.69% | 49 |
|
|
2023
Q4 | $8.36M | Buy |
53,144
+538
| +1% | +$84.6K | 0.79% | 44 |
|
|
2023
Q3 | $8.2M | Buy |
52,606
+313
| +0.6% | +$48.8K | 0.85% | 36 |
|
|
2023
Q2 | $9.37M | Buy |
52,293
+373
| +0.7% | +$66.9K | 0.97% | 28 |
|
|
2023
Q1 | $10.1M | Buy |
51,920
+360
| +0.7% | +$69.8K | 1.12% | 21 |
|
|
2022
Q4 | $8.96M | Buy |
51,560
+43,049
| +506% | +$7.48M | 1.1% | 23 |
|
|
2022
Q3 | $8.51K | Sell |
8,511
-43,853
| -84% | -$43.9K | 1.19% | 18 |
|
|
2022
Q2 | $9.56M | Buy |
52,364
+412
| +0.8% | +$75.2K | 1.29% | 21 |
|
|
2022
Q1 | $11.1M | Buy |
51,952
+281
| +0.5% | +$60.3K | 1.21% | 19 |
|
|
2021
Q4 | $11.1M | Buy |
51,671
+313
| +0.6% | +$67.1K | 1.1% | 21 |
|
|
2021
Q3 | $9.35M | Buy |
51,358
+338
| +0.7% | +$61.5K | 1.03% | 23 |
|
|
2021
Q2 | $10.6M | Sell |
51,020
-1,811
| -3% | -$377K | 1.16% | 21 |
|
|
2021
Q1 | $8.98M | Buy |
52,831
+154
| +0.3% | +$26.2K | 1.05% | 20 |
|
|
2020
Q4 | $8.87M | Buy |
52,677
+736
| +1% | +$124K | 1.09% | 19 |
|
|
2020
Q3 | $8.65M | Buy |
51,941
+245
| +0.5% | +$40.8K | 1.2% | 19 |
|
|
2020
Q2 | $5.75M | Buy |
51,696
+674
| +1% | +$74.9K | 0.86% | 22 |
|
|
2020
Q1 | $4.77M | Sell |
51,022
-13
| -0% | -$1.21K | 0.85% | 18 |
|
|
2019
Q4 | $5.97M | Buy |
51,035
+297
| +0.6% | +$34.8K | 0.82% | 25 |
|
|
2019
Q3 | $6.08M | Buy |
50,738
+313
| +0.6% | +$37.5K | 0.92% | 21 |
|
|
2019
Q2 | $5.21M | Buy |
50,425
+1,626
| +3% | +$168K | 0.74% | 24 |
|
|
2019
Q1 | $5.45M | Buy |
48,799
+38,763
| +386% | +$4.33M | 0.97% | 17 |
|
|
2018
Q4 | $979K | Buy |
+10,036
| New | +$979K | 0.17% | 78 |
|