FMWA
Forvis Mazars 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 | $652K | Sell |
6,456
-177
| -3% | -$17.9K | 0.01% | 248 |
|
|
2025
Q1 | $730K | Sell |
6,633
-284
| -4% | -$31.2K | 0.02% | 237 |
|
|
2024
Q4 | $872K | Sell |
6,917
-167
| -2% | -$21.1K | 0.02% | 240 |
|
|
2024
Q3 | $966K | Sell |
7,084
-439
| -6% | -$59.9K | 0.02% | 234 |
|
|
2024
Q2 | $1.03M | Sell |
7,523
-680
| -8% | -$93.1K | 0.03% | 209 |
|
|
2024
Q1 | $1.22M | Sell |
8,203
-285
| -3% | -$42.4K | 0.03% | 199 |
|
|
2023
Q4 | $1.33M | Sell |
8,488
-1,790
| -17% | -$281K | 0.04% | 184 |
|
|
2023
Q3 | $1.6M | Sell |
10,278
-352
| -3% | -$54.9K | 0.05% | 167 |
|
|
2023
Q2 | $1.91M | Sell |
10,630
-304
| -3% | -$54.5K | 0.06% | 170 |
|
|
2023
Q1 | $2.12M | Sell |
10,934
-44
| -0.4% | -$8.54K | 0.07% | 142 |
|
|
2022
Q4 | $1.91M | Buy |
10,978
+144
| +1% | +$25K | 0.07% | 148 |
|
|
2022
Q3 | $1.75M | Buy |
10,834
+139
| +1% | +$22.5K | 0.07% | 148 |
|
|
2022
Q2 | $1.95M | Buy |
10,695
+401
| +4% | +$73.2K | 0.08% | 129 |
|
|
2022
Q1 | $2.21M | Sell |
10,294
-173
| -2% | -$37.1K | 0.09% | 99 |
|
|
2021
Q4 | $2.24M | Buy |
10,467
+115
| +1% | +$24.7K | 0.09% | 95 |
|
|
2021
Q3 | $1.89M | Buy |
10,352
+343
| +3% | +$62.5K | 0.09% | 98 |
|
|
2021
Q2 | $2.08M | Sell |
10,009
-287
| -3% | -$59.7K | 0.1% | 93 |
|
|
2021
Q1 | $1.75M | Sell |
10,296
-2,696
| -21% | -$458K | 0.09% | 103 |
|
|
2020
Q4 | $2.19M | Buy |
12,992
+276
| +2% | +$46.5K | 0.11% | 93 |
|
|
2020
Q3 | $2.12M | Sell |
12,716
-602
| -5% | -$100K | 0.12% | 86 |
|
|
2020
Q2 | $1.48M | Sell |
13,318
-4,914
| -27% | -$546K | 0.1% | 106 |
|
|
2020
Q1 | $1.7M | Sell |
18,232
-7,647
| -30% | -$714K | 0.14% | 76 |
|
|
2019
Q4 | $3.03M | Sell |
25,879
-1,021
| -4% | -$120K | 0.22% | 60 |
|
|
2019
Q3 | $3.22M | Buy |
26,900
+7,130
| +36% | +$854K | 0.26% | 50 |
|
|
2019
Q2 | $2.04M | Buy |
19,770
+79
| +0.4% | +$8.16K | 0.17% | 76 |
|
|
2019
Q1 | $2.2M | Buy |
19,691
+9,033
| +85% | +$1.01M | 0.18% | 72 |
|
|
2018
Q4 | $1.04M | Sell |
10,658
-7,741
| -42% | -$755K | 0.11% | 91 |
|
|
2018
Q3 | $2.15M | Buy |
18,399
+972
| +6% | +$113K | 0.19% | 67 |
|
|
2018
Q2 | $1.85M | Buy |
17,427
+14,629
| +523% | +$1.55M | 0.18% | 76 |
|
|
2018
Q1 | $293K | Sell |
2,798
-3,001
| -52% | -$314K | 0.03% | 197 |
|
|
2017
Q4 | $691K | Sell |
5,799
-51
| -0.9% | -$6.08K | 0.07% | 118 |
|
|
2017
Q3 | $703K | Buy |
5,850
+410
| +8% | +$49.3K | 0.08% | 110 |
|
|
2017
Q2 | $602K | Buy |
5,440
+1,812
| +50% | +$201K | 0.07% | 123 |
|
|
2017
Q1 | $389K | Buy |
3,628
+1,412
| +64% | +$151K | 0.05% | 144 |
|
|
2016
Q4 | $254K | Buy |
2,216
+254
| +13% | +$29.1K | 0.03% | 177 |
|
|
2016
Q3 | $215K | Buy |
+1,962
| New | +$215K | 0.03% | 177 |
|