LA
LVW Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $462K | Buy |
4,578
+1,167
| +34% | +$118K | 0.05% | 195 |
|
|
2025
Q1 | $375K | Sell |
3,411
-151
| -4% | -$16.6K | 0.04% | 212 |
|
|
2024
Q4 | $449K | Sell |
3,562
-949
| -21% | -$120K | 0.05% | 202 |
|
|
2024
Q3 | $615K | Sell |
4,511
-632
| -12% | -$86.2K | 0.08% | 161 |
|
|
2024
Q2 | $704K | Sell |
5,143
-5,269
| -51% | -$721K | 0.1% | 126 |
|
|
2024
Q1 | $1.55M | Buy |
10,412
+2,256
| +28% | +$335K | 0.26% | 64 |
|
|
2023
Q4 | $1.28M | Buy |
8,156
+3,760
| +86% | +$591K | 0.24% | 69 |
|
|
2023
Q3 | $685K | Buy |
4,396
+3,253
| +285% | +$507K | 0.14% | 92 |
|
|
2023
Q2 | $205K | Sell |
1,143
-3,005
| -72% | -$538K | 0.04% | 189 |
|
|
2023
Q1 | $805K | Sell |
4,148
-662
| -14% | -$128K | 0.16% | 92 |
|
|
2022
Q4 | $836K | Sell |
4,810
-349
| -7% | -$60.7K | 0.17% | 95 |
|
|
2022
Q3 | $833K | Sell |
5,159
-261
| -5% | -$42.1K | 0.19% | 86 |
|
|
2022
Q2 | $989K | Sell |
5,420
-23
| -0.4% | -$4.2K | 0.2% | 80 |
|
|
2022
Q1 | $1.17M | Sell |
5,443
-55
| -1% | -$11.8K | 0.2% | 78 |
|
|
2021
Q4 | $1.18M | Buy |
5,498
+359
| +7% | +$76.9K | 0.2% | 82 |
|
|
2021
Q3 | $936K | Buy |
5,139
+1,146
| +29% | +$209K | 0.16% | 99 |
|
|
2021
Q2 | $830K | Buy |
3,993
+135
| +3% | +$28.1K | 0.15% | 101 |
|
|
2021
Q1 | $656K | Buy |
3,858
+1,421
| +58% | +$242K | 0.13% | 121 |
|
|
2020
Q4 | $410K | Buy |
2,437
+664
| +37% | +$112K | 0.08% | 135 |
|
|
2020
Q3 | $295K | Sell |
1,773
-1,558
| -47% | -$259K | 0.07% | 152 |
|
|
2020
Q2 | $370K | Sell |
3,331
-631
| -16% | -$70.1K | 0.09% | 117 |
|
|
2020
Q1 | $370K | Buy |
3,962
+915
| +30% | +$85.4K | 0.1% | 102 |
|
|
2019
Q4 | $357K | Sell |
3,047
-190
| -6% | -$22.3K | 0.08% | 129 |
|
|
2019
Q3 | $388K | Buy |
3,237
+621
| +24% | +$74.4K | 0.1% | 107 |
|
|
2019
Q2 | $270K | Sell |
2,616
-2,583
| -50% | -$267K | 0.07% | 130 |
|
|
2019
Q1 | $581K | Buy |
5,199
+1,524
| +41% | +$170K | 0.15% | 91 |
|
|
2018
Q4 | $358K | Sell |
3,675
-6,930
| -65% | -$675K | 0.12% | 104 |
|
|
2018
Q3 | $1.24M | Buy |
10,605
+18
| +0.2% | +$2.1K | 0.35% | 57 |
|
|
2018
Q2 | $1.13M | Sell |
10,587
-283
| -3% | -$30.1K | 0.36% | 56 |
|
|
2018
Q1 | $1.14M | Buy |
+10,870
| New | +$1.14M | 0.35% | 56 |
|