NEWAS
N.E.W. Advisory Services’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $777K | Buy |
7,702
+2,958
| +62% | +$299K | 0.08% | 88 |
|
|
2025
Q1 | $522K | Buy |
4,744
+405
| +9% | +$44.5K | 0.04% | 126 |
|
|
2024
Q4 | $547K | Buy |
4,339
+376
| +9% | +$47.4K | 0.05% | 109 |
|
|
2024
Q3 | $540K | Buy |
3,963
+1,593
| +67% | +$217K | 0.05% | 105 |
|
|
2024
Q2 | $324K | Buy |
2,370
+332
| +16% | +$45.4K | 0.04% | 135 |
|
|
2024
Q1 | $303K | Buy |
2,038
+53
| +3% | +$7.88K | 0.03% | 136 |
|
|
2023
Q4 | $312K | Sell |
1,985
-57
| -3% | -$8.96K | 0.04% | 126 |
|
|
2023
Q3 | $318K | Buy |
2,042
+163
| +9% | +$25.4K | 0.05% | 118 |
|
|
2023
Q2 | $337K | Buy |
1,879
+5
| +0.3% | +$896 | 0.05% | 103 |
|
|
2023
Q1 | $364K | Buy |
1,874
+20
| +1% | +$3.88K | 0.05% | 98 |
|
|
2022
Q4 | $322K | Sell |
1,854
-371
| -17% | -$64.5K | 0.05% | 99 |
|
|
2022
Q3 | $359K | Sell |
2,225
-269
| -11% | -$43.4K | 0.07% | 87 |
|
|
2022
Q2 | $455K | Sell |
2,494
-52
| -2% | -$9.49K | 0.08% | 75 |
|
|
2022
Q1 | $433K | Sell |
2,546
-90
| -3% | -$15.3K | 0.08% | 83 |
|
|
2021
Q4 | $565K | Buy |
2,636
+32
| +1% | +$6.86K | 0.09% | 76 |
|
|
2021
Q3 | $474K | Buy |
2,604
+55
| +2% | +$10K | 0.08% | 83 |
|
|
2021
Q2 | $527K | Buy |
2,549
+3
| +0.1% | +$620 | 0.09% | 81 |
|
|
2021
Q1 | $437K | Buy |
2,546
+416
| +20% | +$71.4K | 0.08% | 84 |
|
|
2020
Q4 | $359K | Buy |
+2,130
| New | +$359K | 0.08% | 101 |
|