PWS
Private Wealth Strategies’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.01M | Buy |
7,366
+96
| +1% | +$13.1K | 0.2% | 26 |
|
|
2024
Q1 | $1.08M | Buy |
7,270
+75
| +1% | +$11.1K | 0.23% | 18 |
|
|
2023
Q4 | $1.13M | Sell |
7,195
-13
| -0.2% | -$2.04K | 0.25% | 22 |
|
|
2023
Q3 | $1.12M | Buy |
7,208
+127
| +2% | +$19.8K | 0.28% | 19 |
|
|
2023
Q2 | $1.27M | Buy |
7,081
+61
| +0.9% | +$10.9K | 0.31% | 20 |
|
|
2023
Q1 | $1.36M | Buy |
7,020
+56
| +0.8% | +$10.9K | 0.34% | 20 |
|
|
2022
Q4 | $1.21M | Sell |
6,964
-40
| -0.6% | -$6.95K | 0.32% | 21 |
|
|
2022
Q3 | $1.13M | Buy |
7,004
+53
| +0.8% | +$8.56K | 0.33% | 19 |
|
|
2022
Q2 | $1.27M | Buy |
6,951
+55
| +0.8% | +$10K | 0.35% | 25 |
|
|
2022
Q1 | $1.48M | Buy |
6,896
+48
| +0.7% | +$10.3K | 0.36% | 23 |
|
|
2021
Q4 | $1.47M | Sell |
6,848
-30
| -0.4% | -$6.43K | 0.34% | 25 |
|
|
2021
Q3 | $1.25M | Buy |
6,878
+36
| +0.5% | +$6.56K | 0.31% | 30 |
|
|
2021
Q2 | $1.42M | Buy |
6,842
+34
| +0.5% | +$7.07K | 0.37% | 27 |
|
|
2021
Q1 | $1.16M | Buy |
6,808
+42
| +0.6% | +$7.14K | 0.32% | 30 |
|
|
2020
Q4 | $1.14M | Buy |
6,766
+40
| +0.6% | +$6.73K | 0.34% | 29 |
|
|
2020
Q3 | $1.12M | Buy |
6,726
+42
| +0.6% | +$7K | 0.39% | 28 |
|
|
2020
Q2 | $743K | Buy |
6,684
+66
| +1% | +$7.34K | 0.33% | 29 |
|
|
2020
Q1 | $618K | Buy |
6,618
+74
| +1% | +$6.91K | 0.31% | 33 |
|
|
2019
Q4 | $766K | Buy |
+6,544
| New | +$766K | 0.31% | 31 |
|