FAFN
First Affirmative Financial Network’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $343K | Sell |
3,114
-230
| -7% | -$25.3K | 0.21% | 137 |
|
|
2024
Q4 | $422K | Sell |
3,344
-295
| -8% | -$37.2K | 0.24% | 109 |
|
|
2024
Q3 | $496K | Buy |
3,639
+69
| +2% | +$9.41K | 0.27% | 97 |
|
|
2024
Q2 | $489K | Buy |
3,570
+31
| +0.9% | +$4.24K | 0.34% | 80 |
|
|
2024
Q1 | $526K | Sell |
3,539
-51
| -1% | -$7.58K | 0.39% | 69 |
|
|
2023
Q4 | $564K | Sell |
3,590
-38
| -1% | -$5.98K | 0.45% | 53 |
|
|
2023
Q3 | $566K | Sell |
3,628
-231
| -6% | -$36K | 0.55% | 41 |
|
|
2023
Q2 | $692K | Buy |
3,859
+82
| +2% | +$14.7K | 0.69% | 24 |
|
|
2023
Q1 | $733K | Sell |
3,777
-180
| -5% | -$34.9K | 0.85% | 14 |
|
|
2022
Q4 | $688K | Sell |
3,957
-233
| -6% | -$40.5K | 0.83% | 15 |
|
|
2022
Q3 | $677K | Sell |
4,190
-351
| -8% | -$56.7K | 0.86% | 17 |
|
|
2022
Q2 | $829K | Sell |
4,541
-871
| -16% | -$159K | 0.94% | 16 |
|
|
2022
Q1 | $1.16M | Buy |
5,412
+226
| +4% | +$48.5K | 1.11% | 12 |
|
|
2021
Q4 | $1.11M | Sell |
5,186
-120
| -2% | -$25.7K | 1.02% | 12 |
|
|
2021
Q3 | $966K | Buy |
+5,306
| New | +$966K | 0.99% | 15 |
|