PFWA
Paces Ferry 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 | $421K | Buy |
4,175
+19
| +0.5% | +$1.92K | 0.19% | 70 |
|
|
2025
Q1 | $457K | Buy |
4,156
+974
| +31% | +$107K | 0.23% | 63 |
|
|
2024
Q4 | $401K | Sell |
3,182
-832
| -21% | -$105K | 0.2% | 72 |
|
|
2024
Q3 | $547K | Sell |
4,014
-300
| -7% | -$40.9K | 0.31% | 53 |
|
|
2024
Q2 | $590K | Buy |
4,314
+563
| +15% | +$77K | 0.36% | 50 |
|
|
2024
Q1 | $558K | Sell |
3,751
-282
| -7% | -$41.9K | 0.36% | 53 |
|
|
2023
Q4 | $634K | Sell |
4,033
-49
| -1% | -$7.7K | 0.44% | 50 |
|
|
2023
Q3 | $636K | Sell |
4,082
-95
| -2% | -$14.8K | 0.5% | 44 |
|
|
2023
Q2 | $749K | Sell |
4,177
-15
| -0.4% | -$2.69K | 0.56% | 42 |
|
|
2023
Q1 | $813K | Sell |
4,192
-757
| -15% | -$147K | 0.66% | 40 |
|
|
2022
Q4 | $860K | Sell |
4,949
-220
| -4% | -$38.2K | 0.84% | 34 |
|
|
2022
Q3 | $835K | Sell |
5,169
-9
| -0.2% | -$1.45K | 0.91% | 29 |
|
|
2022
Q2 | $945K | Sell |
5,178
-129
| -2% | -$23.5K | 0.93% | 27 |
|
|
2022
Q1 | $1.14M | Sell |
5,307
-8
| -0.2% | -$1.72K | 0.9% | 29 |
|
|
2021
Q4 | $1.14M | Sell |
5,315
-230
| -4% | -$49.3K | 0.82% | 31 |
|
|
2021
Q3 | $1.01M | Buy |
5,545
+130
| +2% | +$23.7K | 0.81% | 31 |
|
|
2021
Q2 | $1.13M | Sell |
5,415
-19
| -0.3% | -$3.95K | 0.86% | 31 |
|
|
2021
Q1 | $924K | Buy |
5,434
+3
| +0.1% | +$510 | 0.8% | 33 |
|
|
2020
Q4 | $915K | Buy |
5,431
+68
| +1% | +$11.5K | 0.84% | 32 |
|
|
2020
Q3 | $894K | Buy |
+5,363
| New | +$894K | 0.78% | 32 |
|