LWM
Liberty Wealth Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Sell |
2,657
-4
| -0.2% | -$404 | 0.04% | 180 |
|
|
2025
Q1 | $293K | Sell |
2,661
-469
| -15% | -$51.6K | 0.06% | 122 |
|
|
2024
Q4 | $395K | Sell |
3,130
-48
| -2% | -$6.05K | 0.07% | 138 |
|
|
2024
Q3 | $433K | Sell |
3,178
-1,166
| -27% | -$159K | 0.07% | 127 |
|
|
2024
Q2 | $464K | Buy |
4,344
+810
| +23% | +$86.5K | 0.09% | 116 |
|
|
2024
Q1 | $525K | Sell |
3,534
-209
| -6% | -$31K | 0.1% | 102 |
|
|
2023
Q4 | $612K | Sell |
3,743
-110
| -3% | -$18K | 0.13% | 88 |
|
|
2023
Q3 | $600K | Sell |
3,853
-47
| -1% | -$7.32K | 0.15% | 83 |
|
|
2023
Q2 | $699K | Sell |
3,900
-195
| -5% | -$35K | 0.17% | 68 |
|
|
2023
Q1 | $794K | Buy |
+4,095
| New | +$794K | 0.16% | 82 |
|
|
2022
Q3 | $675K | Buy |
4,183
+182
| +5% | +$29.4K | 0.18% | 65 |
|
|
2022
Q2 | $730K | Buy |
4,001
+122
| +3% | +$22.3K | 0.3% | 58 |
|
|
2022
Q1 | $832K | Buy |
+3,879
| New | +$832K | 0.3% | 54 |
|
|
2021
Q4 | – | Sell |
-4,534
| Closed | -$845K | – | 72 |
|
|
2021
Q3 | $845K | Buy |
4,534
+715
| +19% | +$133K | 0.3% | 48 |
|
|
2021
Q2 | $794K | Buy |
3,819
+1,253
| +49% | +$261K | 0.31% | 49 |
|
|
2021
Q1 | $401K | Hold |
2,566
| – | – | 0.2% | 71 |
|
|
2020
Q4 | $401K | Sell |
2,566
-647
| -20% | -$101K | 0.2% | 71 |
|
|
2020
Q3 | $535K | Buy |
3,213
+680
| +27% | +$113K | 0.32% | 47 |
|
|
2020
Q2 | $282K | Buy |
2,533
+138
| +6% | +$15.4K | 0.2% | 70 |
|
|
2020
Q1 | $234K | Buy |
2,395
+51
| +2% | +$4.98K | 0.2% | 78 |
|
|
2019
Q4 | $274K | Sell |
2,344
-82
| -3% | -$9.59K | 0.22% | 85 |
|
|
2019
Q3 | $291K | Sell |
2,426
-801
| -25% | -$96.1K | 0.28% | 71 |
|
|
2019
Q2 | $333K | Buy |
3,227
+1,005
| +45% | +$104K | 0.29% | 76 |
|
|
2019
Q1 | $248K | Sell |
2,222
-23
| -1% | -$2.57K | 0.19% | 77 |
|
|
2018
Q4 | $219K | Buy |
+2,245
| New | +$219K | 0.16% | 81 |
|