LFA
LifeGuide 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 | $497K | Buy |
4,920
+649
| +15% | +$65.5K | 0.18% | 33 |
|
|
2025
Q1 | $470K | Sell |
4,271
-100
| -2% | -$11K | 0.19% | 30 |
|
|
2024
Q4 | $551K | Sell |
4,371
-215
| -5% | -$27.1K | 0.24% | 28 |
|
|
2024
Q3 | $625K | Sell |
4,586
-111
| -2% | -$15.1K | 0.27% | 25 |
|
|
2024
Q2 | $643K | Buy |
4,697
+11
| +0.2% | +$1.51K | 0.31% | 25 |
|
|
2024
Q1 | $696K | Hold |
4,686
| – | – | 0.35% | 24 |
|
|
2023
Q4 | $737K | Sell |
4,686
-108
| -2% | -$17K | 0.39% | 24 |
|
|
2023
Q3 | $747K | Sell |
4,794
-100
| -2% | -$15.6K | 0.44% | 20 |
|
|
2023
Q2 | $877K | Sell |
4,894
-50
| -1% | -$8.96K | 0.59% | 17 |
|
|
2023
Q1 | $959K | Sell |
4,944
-150
| -3% | -$29.1K | 0.77% | 14 |
|
|
2022
Q4 | $886K | Sell |
5,094
-50
| -1% | -$8.69K | 0.77% | 14 |
|
|
2022
Q3 | $831K | Hold |
5,144
| – | – | 0.81% | 12 |
|
|
2022
Q2 | $939K | Hold |
5,144
| – | – | 0.86% | 12 |
|
|
2022
Q1 | $1.1M | Sell |
5,144
-100
| -2% | -$21.4K | 0.85% | 13 |
|
|
2021
Q4 | $1.12M | Buy |
+5,244
| New | +$1.12M | 0.84% | 12 |
|