JWS
Juncture Wealth Strategies’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,124
| Closed | -$454K | – | 133 |
|
|
2025
Q1 | $454K | Buy |
4,124
+101
| +3% | +$11.1K | 0.18% | 77 |
|
|
2024
Q4 | $507K | Sell |
4,023
-606
| -13% | -$76.4K | 0.19% | 74 |
|
|
2024
Q3 | $631K | Buy |
4,629
+650
| +16% | +$88.6K | 0.24% | 63 |
|
|
2024
Q2 | $545K | Buy |
3,979
+1,110
| +39% | +$152K | 0.23% | 61 |
|
|
2024
Q1 | $426K | Buy |
+2,869
| New | +$426K | 0.18% | 69 |
|