PIA
Petredis Investment Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,356
| Closed | -$1.82M | – | 105 |
|
|
2024
Q3 | $1.82M | Buy |
13,356
+40
| +0.3% | +$5.45K | 0.19% | 81 |
|
|
2024
Q2 | $1.82M | Sell |
13,316
-129
| -1% | -$17.7K | 0.2% | 82 |
|
|
2024
Q1 | $2M | Buy |
13,445
+670
| +5% | +$99.6K | 0.24% | 79 |
|
|
2023
Q4 | $2.01M | Buy |
+12,775
| New | +$2.01M | 0.26% | 80 |
|
|
2023
Q3 | – | Sell |
-8,801
| Closed | -$1.58M | – | 98 |
|
|
2023
Q2 | $1.58M | Buy |
8,801
+2
| +0% | +$358 | 0.22% | 83 |
|
|
2023
Q1 | $1.71M | Sell |
8,799
-128
| -1% | -$24.8K | 0.27% | 80 |
|
|
2022
Q4 | $1.55M | Buy |
+8,927
| New | +$1.55M | 0.28% | 79 |
|