OWA
Opal 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 | $36.6K | Sell |
363
-69
| -16% | -$6.96K | 0.01% | 427 |
|
|
2025
Q1 | $47.5K | Buy |
+432
| New | +$47.5K | 0.01% | 360 |
|
|
2024
Q3 | – | Sell |
-370
| Closed | -$50.6K | – | 1111 |
|
|
2024
Q2 | $50.6K | Sell |
370
-741
| -67% | -$101K | 0.02% | 356 |
|
|
2024
Q1 | $165K | Buy |
+1,111
| New | +$165K | 0.06% | 179 |
|
|
2023
Q4 | – | Sell |
-1,625
| Closed | -$253K | – | 175 |
|
|
2023
Q3 | $253K | Buy |
1,625
+446
| +38% | +$69.5K | 0.15% | 119 |
|
|
2023
Q2 | $211K | Sell |
1,179
-35
| -3% | -$6.27K | 0.11% | 134 |
|
|
2023
Q1 | $236K | Buy |
1,214
+17
| +1% | +$3.3K | 0.14% | 99 |
|
|
2022
Q4 | $208K | Buy |
+1,197
| New | +$208K | 0.11% | 116 |
|
|
2022
Q3 | – | Sell |
-1,161
| Closed | -$212K | – | 117 |
|
|
2022
Q2 | $212K | Sell |
1,161
-106
| -8% | -$19.4K | 0.14% | 98 |
|
|
2022
Q1 | $272K | Sell |
1,267
-295
| -19% | -$63.3K | 0.24% | 74 |
|
|
2021
Q4 | $335K | Buy |
1,562
+364
| +30% | +$78.1K | 0.21% | 77 |
|
|
2021
Q3 | $218K | Sell |
1,198
-40
| -3% | -$7.28K | 0.21% | 74 |
|
|
2021
Q2 | $257K | Buy |
+1,238
| New | +$257K | 0.24% | 62 |
|
|
2021
Q1 | – | Sell |
-1,260
| Closed | -$212K | – | 89 |
|
|
2020
Q4 | $212K | Buy |
+1,260
| New | +$212K | 0.27% | 66 |
|