LWAM
Legacy Wealth Asset Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396K | Buy |
3,924
+139
| +4% | +$14K | 0.1% | 282 |
|
|
2025
Q1 | $416K | Buy |
3,785
+200
| +6% | +$22K | 0.12% | 259 |
|
|
2024
Q4 | $452K | Sell |
3,585
-209
| -6% | -$26.4K | 0.12% | 250 |
|
|
2024
Q3 | $517K | Buy |
3,794
+136
| +4% | +$18.5K | 0.14% | 244 |
|
|
2024
Q2 | $501K | Buy |
3,658
+168
| +5% | +$23K | 0.14% | 229 |
|
|
2024
Q1 | $519K | Buy |
3,490
+73
| +2% | +$10.9K | 0.14% | 226 |
|
|
2023
Q4 | $537K | Buy |
3,417
+9
| +0.3% | +$1.42K | 0.18% | 206 |
|
|
2023
Q3 | $531K | Buy |
3,408
+5
| +0.1% | +$779 | 0.2% | 183 |
|
|
2023
Q2 | $610K | Buy |
3,403
+1
| +0% | +$179 | 0.21% | 157 |
|
|
2023
Q1 | $660K | Sell |
3,402
-157
| -4% | -$30.5K | 0.24% | 143 |
|
|
2022
Q4 | $619K | Buy |
3,559
+49
| +1% | +$8.52K | 0.24% | 147 |
|
|
2022
Q3 | $567K | Sell |
3,510
-2,185
| -38% | -$353K | 0.25% | 140 |
|
|
2022
Q2 | $1.04M | Buy |
5,695
+64
| +1% | +$11.7K | 0.42% | 68 |
|
|
2022
Q1 | $1.21M | Buy |
5,631
+44
| +0.8% | +$9.44K | 0.43% | 64 |
|
|
2021
Q4 | $1.2M | Sell |
5,587
-40
| -0.7% | -$8.58K | 0.41% | 63 |
|
|
2021
Q3 | $1.03M | Sell |
5,627
-55
| -1% | -$10K | 0.47% | 62 |
|
|
2021
Q2 | $1.18M | Buy |
5,682
+15
| +0.3% | +$3.12K | 0.53% | 41 |
|
|
2021
Q1 | $963K | Buy |
5,667
+31
| +0.6% | +$5.27K | 0.44% | 63 |
|
|
2020
Q4 | $949K | Buy |
+5,636
| New | +$949K | 0.48% | 45 |
|