PMIA
Patrick Mauro Investment Advisor’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,870
| Closed | -$316K | – | 43 |
|
|
2025
Q1 | $316K | Sell |
2,870
-2,210
| -44% | -$243K | 0.17% | 40 |
|
|
2024
Q4 | $641K | Buy |
5,080
+10
| +0.2% | +$1.26K | 0.37% | 37 |
|
|
2024
Q3 | $691K | Buy |
5,070
+155
| +3% | +$21.1K | 0.36% | 37 |
|
|
2024
Q2 | $673K | Sell |
4,915
-325
| -6% | -$44.5K | 0.39% | 37 |
|
|
2024
Q1 | $779K | Sell |
5,240
-1,470
| -22% | -$218K | 0.44% | 37 |
|
|
2023
Q4 | $1.06M | Buy |
6,710
+1,750
| +35% | +$275K | 0.63% | 33 |
|
|
2023
Q3 | $773K | Sell |
4,960
-1,280
| -21% | -$200K | 0.5% | 35 |
|
|
2023
Q2 | $1.12M | Sell |
6,240
-720
| -10% | -$129K | 0.69% | 33 |
|
|
2023
Q1 | $1.35M | Sell |
6,960
-4,021
| -37% | -$780K | 0.84% | 32 |
|
|
2022
Q4 | $1.91M | Sell |
10,981
-4,632
| -30% | -$805K | 1.24% | 32 |
|
|
2022
Q3 | $2.52M | Buy |
+15,613
| New | +$2.52M | 1.82% | 22 |
|