PFA
Pathway Financial Advisers’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Sell |
18,147
-30
| -0.2% | -$3.03K | 0.59% | 62 |
|
|
2025
Q1 | $2M | Buy |
18,177
+1,185
| +7% | +$130K | 0.69% | 52 |
|
|
2024
Q4 | $2.14M | Sell |
16,992
-134
| -0.8% | -$16.9K | 0.72% | 45 |
|
|
2024
Q3 | $2.33M | Buy |
17,126
+1,207
| +8% | +$165K | 1.06% | 32 |
|
|
2024
Q2 | $2.17M | Sell |
15,919
-166
| -1% | -$22.6K | 0.78% | 42 |
|
|
2024
Q1 | $2.39M | Buy |
16,085
+234
| +1% | +$34.8K | 0.86% | 38 |
|
|
2023
Q4 | $2.49M | Sell |
15,851
-456
| -3% | -$71.7K | 0.95% | 32 |
|
|
2023
Q3 | $2.54M | Buy |
+16,307
| New | +$2.54M | 1.05% | 30 |
|
|
2023
Q1 | $3.1M | Buy |
15,955
+496
| +3% | +$96.2K | 1.24% | 23 |
|
|
2022
Q4 | $2.69M | Buy |
+15,459
| New | +$2.69M | 1.09% | 28 |
|