LA
LM Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,596
| Closed | -$725K | – | 226 |
|
|
2025
Q1 | $725K | Buy |
6,596
+16
| +0.2% | +$1.76K | 0.13% | 125 |
|
|
2024
Q4 | $830K | Buy |
+6,580
| New | +$830K | 0.15% | 98 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 219 |
|
|
2024
Q1 | – | Sell |
-60
| Closed | -$9.43K | – | 50 |
|
|
2023
Q4 | $9.43K | Buy |
+60
| New | +$9.43K | ﹤0.01% | 532 |
|