LFA
Level Financial Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Hold |
12,382
| – | – | 0.39% | 41 |
|
|
2025
Q1 | $1.36M | Hold |
12,382
| – | – | 0.46% | 39 |
|
|
2024
Q4 | $1.56M | Buy |
+12,382
| New | +$1.56M | 0.57% | 33 |
|
|
2024
Q2 | – | Sell |
-1,400
| Closed | -$208K | – | 76 |
|
|
2024
Q1 | $208K | Hold |
1,400
| – | – | 0.09% | 71 |
|
|
2023
Q4 | $220K | Hold |
1,400
| – | – | 0.11% | 64 |
|
|
2023
Q3 | $218K | Hold |
1,400
| – | – | 0.12% | 57 |
|
|
2023
Q2 | $251K | Buy |
+1,400
| New | +$251K | 0.14% | 53 |
|