LAS
LWM Advisory Services’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,368
| Closed | -$215K | – | 91 |
|
|
2023
Q4 | $215K | Hold |
1,368
| – | – | 0.19% | 75 |
|
|
2023
Q3 | $213K | Hold |
1,368
| – | – | 0.23% | 71 |
|
|
2023
Q2 | $245K | Hold |
1,368
| – | – | 0.26% | 65 |
|
|
2023
Q1 | $265K | Buy |
1,368
+25
| +2% | +$4.85K | 0.28% | 65 |
|
|
2022
Q4 | $233K | Sell |
1,343
-607
| -31% | -$106K | 0.26% | 71 |
|
|
2022
Q3 | $315K | Buy |
1,950
+225
| +13% | +$36.3K | 0.36% | 78 |
|
|
2022
Q2 | $315K | Buy |
+1,725
| New | +$315K | 0.38% | 79 |
|