FVWA
Foster Victor 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 | $340K | Sell |
3,324
-1,006
| -23% | -$103K | 0.02% | 163 |
|
|
2025
Q1 | $420K | Sell |
4,330
-33
| -0.8% | -$3.2K | 0.03% | 143 |
|
|
2024
Q4 | $566K | Hold |
4,363
| – | – | 0.04% | 128 |
|
|
2024
Q3 | $580K | Buy |
4,363
+931
| +27% | +$124K | 0.05% | 124 |
|
|
2024
Q2 | $506K | Buy |
3,432
+1,937
| +130% | +$285K | 0.04% | 129 |
|
|
2024
Q1 | $223K | Sell |
1,495
-28,074
| -95% | -$4.18M | 0.02% | 160 |
|
|
2023
Q4 | $4.73M | Buy |
29,569
+1,871
| +7% | +$299K | 0.48% | 70 |
|
|
2023
Q3 | $4.27M | Buy |
27,698
+1,324
| +5% | +$204K | 0.5% | 68 |
|
|
2023
Q2 | $4.75M | Buy |
26,374
+1,522
| +6% | +$274K | 0.53% | 68 |
|
|
2023
Q1 | $4.74M | Buy |
24,852
+1,266
| +5% | +$241K | 0.57% | 62 |
|
|
2022
Q4 | $4.22M | Buy |
23,586
+1,869
| +9% | +$334K | 0.54% | 70 |
|
|
2022
Q3 | $3.6M | Buy |
21,717
+2,475
| +13% | +$410K | 0.52% | 67 |
|
|
2022
Q2 | $3.56M | Buy |
19,242
+3,623
| +23% | +$671K | 0.53% | 67 |
|
|
2022
Q1 | $3.04M | Buy |
15,619
+2,076
| +15% | +$404K | 0.42% | 75 |
|
|
2021
Q4 | $2.86M | Buy |
13,543
+996
| +8% | +$210K | 0.39% | 78 |
|
|
2021
Q3 | $2.29M | Buy |
12,547
+620
| +5% | +$113K | 0.37% | 77 |
|
|
2021
Q2 | $2.48M | Sell |
11,927
-104
| -0.9% | -$21.6K | 0.41% | 73 |
|
|
2021
Q1 | $2.16M | Buy |
12,031
+1,224
| +11% | +$220K | 0.4% | 70 |
|
|
2020
Q4 | $1.82M | Buy |
10,807
+453
| +4% | +$76.3K | 0.41% | 58 |
|
|
2020
Q3 | $1.73M | Sell |
10,354
-3,233
| -24% | -$539K | 0.47% | 54 |
|
|
2020
Q2 | $1.51M | Buy |
13,587
+2,482
| +22% | +$276K | 0.5% | 50 |
|
|
2020
Q1 | $1.12M | Buy |
11,105
+1,495
| +16% | +$150K | 0.49% | 54 |
|
|
2019
Q4 | $1.12M | Buy |
9,610
+1,824
| +23% | +$213K | 0.49% | 56 |
|
|
2019
Q3 | $900K | Buy |
7,786
+2,585
| +50% | +$299K | 0.5% | 49 |
|
|
2019
Q2 | $530K | Sell |
5,201
-1,632
| -24% | -$166K | 0.39% | 53 |
|
|
2019
Q1 | $764K | Buy |
6,833
+564
| +9% | +$63.1K | 0.6% | 35 |
|
|
2018
Q4 | $611K | Buy |
+6,269
| New | +$611K | 0.58% | 28 |
|