LWANC
Laurel Wealth Advisors (North Carolina)’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.8M | Buy |
2,503,413
+2,481,864
| +11,517% | +$24.6M | 0.36% | 60 |
|
|
2025
Q1 | $2.37M | Buy |
21,549
+1,950
| +10% | +$214K | 0.37% | 67 |
|
|
2024
Q4 | $2.47M | Buy |
19,599
+767
| +4% | +$96.7K | 0.39% | 65 |
|
|
2024
Q3 | $2.57M | Sell |
18,832
-369
| -2% | -$50.3K | 0.41% | 64 |
|
|
2024
Q2 | $2.63M | Sell |
19,201
-1,835
| -9% | -$251K | 0.46% | 55 |
|
|
2024
Q1 | $3.13M | Sell |
21,036
-669
| -3% | -$99.4K | 0.53% | 50 |
|
|
2023
Q4 | $3.41M | Sell |
21,705
-1,193
| -5% | -$188K | 0.65% | 43 |
|
|
2023
Q3 | $3.57M | Sell |
22,898
-1,115
| -5% | -$174K | 0.75% | 35 |
|
|
2023
Q2 | $4.3M | Sell |
24,013
-665
| -3% | -$119K | 0.86% | 32 |
|
|
2023
Q1 | $4.79M | Buy |
24,678
+1,617
| +7% | +$314K | 1.01% | 31 |
|
|
2022
Q4 | $4.01M | Sell |
23,061
-37
| -0.2% | -$6.43K | 0.91% | 34 |
|
|
2022
Q3 | $3.73M | Sell |
23,098
-98
| -0.4% | -$15.8K | 0.93% | 31 |
|
|
2022
Q2 | $4.23M | Buy |
23,196
+2,530
| +12% | +$462K | 1.02% | 30 |
|
|
2022
Q1 | $4.43M | Sell |
20,666
-254
| -1% | -$54.5K | 0.93% | 30 |
|
|
2021
Q4 | $4.48M | Buy |
20,920
+121
| +0.6% | +$25.9K | 0.92% | 30 |
|
|
2021
Q3 | $3.79M | Sell |
20,799
-124
| -0.6% | -$22.6K | 0.84% | 34 |
|
|
2021
Q2 | $4.35M | Buy |
20,923
+466
| +2% | +$96.9K | 0.94% | 32 |
|
|
2021
Q1 | $3.48M | Buy |
20,457
+176
| +0.9% | +$29.9K | 0.84% | 33 |
|
|
2020
Q4 | $3.42M | Sell |
20,281
-538
| -3% | -$90.6K | 0.89% | 34 |
|
|
2020
Q3 | $3.47M | Sell |
20,819
-416
| -2% | -$69.3K | 1.04% | 29 |
|
|
2020
Q2 | $2.36M | Sell |
21,235
-1,068
| -5% | -$119K | 0.78% | 42 |
|
|
2020
Q1 | $2.08M | Buy |
22,303
+6,241
| +39% | +$583K | 0.78% | 43 |
|
|
2019
Q4 | $1.88M | Buy |
16,062
+285
| +2% | +$33.4K | 0.59% | 55 |
|
|
2019
Q3 | $1.89M | Buy |
15,777
+1
| +0% | +$120 | 0.65% | 49 |
|
|
2019
Q2 | $1.63M | Sell |
15,776
-103
| -0.6% | -$10.6K | 0.57% | 50 |
|
|
2019
Q1 | $1.77M | Sell |
15,879
-169
| -1% | -$18.9K | 0.65% | 48 |
|
|
2018
Q4 | $1.57M | Buy |
+16,048
| New | +$1.57M | 0.63% | 46 |
|