LWM
Lodestone 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 | – | Sell |
-1,895
| Closed | -$208K | – | 171 |
|
|
2025
Q1 | $208K | Buy |
1,895
+111
| +6% | +$12.2K | 0.11% | 150 |
|
|
2024
Q4 | $225K | Buy |
1,784
+20
| +1% | +$2.52K | 0.11% | 140 |
|
|
2024
Q3 | $241K | Sell |
1,764
-78
| -4% | -$10.6K | 0.12% | 135 |
|
|
2024
Q2 | $252K | Buy |
1,842
+40
| +2% | +$5.47K | 0.13% | 135 |
|
|
2024
Q1 | $268K | Buy |
1,802
+60
| +3% | +$8.92K | 0.14% | 128 |
|
|
2023
Q4 | $274K | Buy |
1,742
+37
| +2% | +$5.82K | 0.16% | 123 |
|
|
2023
Q3 | $266K | Sell |
1,705
-12
| -0.7% | -$1.87K | 0.19% | 112 |
|
|
2023
Q2 | $308K | Buy |
1,717
+24
| +1% | +$4.3K | 0.21% | 110 |
|
|
2023
Q1 | $328K | Buy |
1,693
+1
| +0.1% | +$194 | 0.25% | 96 |
|
|
2022
Q4 | $294K | Buy |
+1,692
| New | +$294K | 0.24% | 98 |
|