OWA
Octavia Wealth Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $819K | Sell |
8,117
-1,280
| -14% | -$129K | 0.09% | 88 |
|
|
2025
Q1 | $1.03M | Buy |
9,397
+1,402
| +18% | +$154K | 0.13% | 71 |
|
|
2024
Q4 | $1.01M | Buy |
7,995
+3,311
| +71% | +$418K | 0.12% | 73 |
|
|
2024
Q3 | $639K | Buy |
4,684
+1,288
| +38% | +$176K | 0.08% | 97 |
|
|
2024
Q2 | $465K | Sell |
3,396
-126
| -4% | -$17.2K | 0.06% | 122 |
|
|
2024
Q1 | $523K | Sell |
3,522
-212
| -6% | -$31.5K | 0.08% | 111 |
|
|
2023
Q4 | $587K | Sell |
3,734
-34
| -0.9% | -$5.35K | 0.1% | 106 |
|
|
2023
Q3 | $587K | Buy |
3,768
+689
| +22% | +$107K | 0.12% | 93 |
|
|
2023
Q2 | $552K | Sell |
3,079
-117
| -4% | -$21K | 0.11% | 92 |
|
|
2023
Q1 | $620K | Buy |
3,196
+76
| +2% | +$14.7K | 0.14% | 82 |
|
|
2022
Q4 | $542K | Buy |
3,120
+2
| +0.1% | +$348 | 0.13% | 87 |
|
|
2022
Q3 | $504K | Buy |
3,118
+21
| +0.7% | +$3.39K | 0.14% | 85 |
|
|
2022
Q2 | $567K | Buy |
3,097
+6
| +0.2% | +$1.1K | 0.15% | 86 |
|
|
2022
Q1 | $663K | Buy |
3,091
+119
| +4% | +$25.5K | 0.15% | 84 |
|
|
2021
Q4 | $637K | Sell |
2,972
-38
| -1% | -$8.15K | 0.14% | 87 |
|
|
2021
Q3 | $547K | Sell |
3,010
-22
| -0.7% | -$4K | 0.14% | 91 |
|
|
2021
Q2 | $631K | Buy |
3,032
+228
| +8% | +$47.5K | 0.17% | 79 |
|
|
2021
Q1 | $477K | Sell |
2,804
-354
| -11% | -$60.2K | 0.14% | 95 |
|
|
2020
Q4 | $532K | Buy |
+3,158
| New | +$532K | 0.17% | 91 |
|