GWA
Gratus Wealth Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,977
| Closed | -$259K | – | 131 |
|
|
2024
Q3 | $259K | Sell |
1,977
-189
| -9% | -$24.8K | 0.04% | 126 |
|
|
2024
Q2 | $314K | Sell |
2,166
-949
| -30% | -$138K | 0.05% | 106 |
|
|
2024
Q1 | $445K | Sell |
3,115
-310
| -9% | -$44.2K | 0.08% | 95 |
|
|
2023
Q4 | $539K | Buy |
+3,425
| New | +$539K | 0.11% | 83 |
|