QPWM
Quadrant Private Wealth Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,684
| Closed | -$212K | – | 252 |
|
|
2024
Q4 | $212K | Buy |
1,684
+202
| +14% | +$25.5K | 0.05% | 228 |
|
|
2024
Q3 | $202K | Sell |
1,482
-83
| -5% | -$11.3K | 0.05% | 236 |
|
|
2024
Q2 | $214K | Buy |
1,565
+157
| +11% | +$21.5K | 0.05% | 234 |
|
|
2024
Q1 | $209K | Hold |
1,408
| – | – | 0.05% | 217 |
|
|
2023
Q4 | $221K | Buy |
1,408
+39
| +3% | +$6.13K | 0.06% | 204 |
|
|
2023
Q3 | $213K | Sell |
1,369
-186
| -12% | -$29K | 0.07% | 203 |
|
|
2023
Q2 | $279K | Hold |
1,555
| – | – | 0.08% | 195 |
|
|
2023
Q1 | $302K | Sell |
1,555
-50
| -3% | -$9.7K | 0.09% | 182 |
|
|
2022
Q4 | $279K | Buy |
+1,605
| New | +$279K | 0.09% | 189 |
|
|
2022
Q2 | $256K | Sell |
1,400
-383
| -21% | -$70K | 0.11% | 167 |
|
|
2022
Q1 | $382K | Sell |
1,783
-73
| -4% | -$15.6K | 0.14% | 139 |
|
|
2021
Q4 | $398K | Buy |
1,856
+73
| +4% | +$15.7K | 0.15% | 140 |
|
|
2021
Q3 | $325K | Buy |
1,783
+126
| +8% | +$23K | 0.13% | 145 |
|
|
2021
Q2 | $345K | Sell |
1,657
-35
| -2% | -$7.29K | 0.14% | 144 |
|
|
2021
Q1 | $288K | Sell |
1,692
-68
| -4% | -$11.6K | 0.13% | 156 |
|
|
2020
Q4 | $296K | Sell |
1,760
-667
| -27% | -$112K | 0.13% | 150 |
|
|
2020
Q3 | $404K | Sell |
2,427
-473
| -16% | -$78.7K | 0.2% | 103 |
|
|
2020
Q2 | $322K | Sell |
2,900
-953
| -25% | -$106K | 0.19% | 119 |
|
|
2020
Q1 | $360K | Buy |
+3,853
| New | +$360K | 0.3% | 78 |
|