LWA

Lowe Wealth Advisors’s United Parcel Service UPS Stock Holding History

Lowe Wealth Advisors’s Portfolio UPS Stock Details UPS Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.52K	Sell	25 -41	-62%	-$4.14K	﹤0.01%	322
2025 Q1	$7.26K	Hold	66	–	–	﹤0.01%	265
2024 Q4	$8.32K	Buy	66 +41	+164%	+$5.17K	﹤0.01%	244
2024 Q3	$3.41K	Hold	25	–	–	﹤0.01%	268
2024 Q2	$3.42K	Hold	25	–	–	﹤0.01%	263
2024 Q1	$3.72K	Hold	25	–	–	﹤0.01%	254
2023 Q4	$3.93K	Hold	25	–	–	﹤0.01%	258
2023 Q3	$3.9K	Hold	25	–	–	﹤0.01%	246
2023 Q2	$4.48K	Hold	25	–	–	﹤0.01%	273
2023 Q1	$4.85K	Hold	25	–	–	﹤0.01%	256
2022 Q4	$4.35K	Hold	25	–	–	﹤0.01%	265
2022 Q3	$4K	Hold	25	–	–	﹤0.01%	262
2022 Q2	$5K	Hold	25	–	–	﹤0.01%	238
2022 Q1	$5K	Hold	25	–	–	﹤0.01%	246
2021 Q4	$5K	Hold	25	–	–	﹤0.01%	232
2021 Q3	$5K	Hold	25	–	–	﹤0.01%	222
2021 Q2	$5K	Hold	25	–	–	﹤0.01%	217
2021 Q1	$4K	Hold	25	–	–	﹤0.01%	223
2020 Q4	$4K	Hold	25	–	–	﹤0.01%	218
2020 Q3	$4K	Hold	25	–	–	﹤0.01%	208
2020 Q2	$3K	Hold	25	–	–	﹤0.01%	218
2020 Q1	$2K	Hold	25	–	–	﹤0.01%	248
2019 Q4	$3K	Hold	25	–	–	﹤0.01%	230
2019 Q3	$3K	Hold	25	–	–	﹤0.01%	222
2019 Q2	$3K	Hold	25	–	–	﹤0.01%	238
2019 Q1	$2K	Hold	25	–	–	﹤0.01%	234
2018 Q4	$2K	Sell	25 -34	-58%	-$2.72K	﹤0.01%	220
2018 Q3	$7K	Buy	59 +34	+136%	+$4.03K	﹤0.01%	169
2018 Q2	$3K	Sell	25 -151	-86%	-$18.1K	﹤0.01%	191
2018 Q1	$18K	Hold	176	–	–	0.01%	119
2017 Q4	$21K	Hold	176	–	–	0.01%	114
2017 Q3	$21K	Buy	176 +151	+604%	+$18K	0.01%	109
2017 Q2	$3K	Hold	25	–	–	﹤0.01%	178
2017 Q1	$3K	Hold	25	–	–	﹤0.01%	177
2016 Q4	$3K	Sell	25 -116	-82%	-$13.9K	﹤0.01%	186
2016 Q3	$15K	Buy	141 +100	+244%	+$10.6K	0.01%	120
2016 Q2	$4K	Buy	41 +16	+64%	+$1.56K	﹤0.01%	167
2016 Q1	$3K	Hold	25	–	–	﹤0.01%	179
2015 Q4	$2K	Hold	25	–	–	﹤0.01%	199
2015 Q3	$2K	Hold	25	–	–	﹤0.01%	197
2015 Q2	$2K	Hold	25	–	–	﹤0.01%	200
2015 Q1	$2K	Hold	25	–	–	﹤0.01%	196
2014 Q4	$3K	Buy	+25	New	+$3K	﹤0.01%	168