LWA
Lineweaver Wealth Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13,654
| Closed | -$2.03M | – | 135 |
|
|
2024
Q1 | $2.03M | Buy |
13,654
+1,519
| +13% | +$226K | 0.48% | 41 |
|
|
2023
Q4 | $1.91M | Buy |
12,135
+2,558
| +27% | +$402K | 0.49% | 43 |
|
|
2023
Q3 | $1.49M | Buy |
9,577
+490
| +5% | +$76.4K | 0.43% | 47 |
|
|
2023
Q2 | $1.63M | Buy |
9,087
+510
| +6% | +$91.5K | 0.46% | 46 |
|
|
2023
Q1 | $1.66M | Buy |
8,577
+596
| +7% | +$116K | 0.51% | 45 |
|
|
2022
Q4 | $1.39M | Buy |
7,981
+347
| +5% | +$60.4K | 0.42% | 50 |
|
|
2022
Q3 | $1.24M | Buy |
+7,634
| New | +$1.24M | 0.4% | 52 |
|
|
2022
Q2 | – | Sell |
-8,728
| Closed | -$1.87M | – | 152 |
|
|
2022
Q1 | $1.87M | Buy |
8,728
+2,783
| +47% | +$597K | 0.53% | 37 |
|
|
2021
Q4 | $1.27M | Buy |
5,945
+4,487
| +308% | +$962K | 0.37% | 48 |
|
|
2021
Q3 | $265K | Buy |
+1,458
| New | +$265K | 0.08% | 116 |
|