RWA
Redhawk Wealth Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,794
| Closed | -$226K | – | 328 |
|
|
2024
Q4 | $226K | Sell |
1,794
-246
| -12% | -$31K | 0.03% | 268 |
|
|
2024
Q3 | $278K | Sell |
2,040
-21
| -1% | -$2.86K | 0.04% | 246 |
|
|
2024
Q2 | $282K | Sell |
2,061
-293
| -12% | -$40.1K | 0.04% | 234 |
|
|
2024
Q1 | $350K | Sell |
2,354
-14
| -0.6% | -$2.08K | 0.06% | 228 |
|
|
2023
Q4 | $372K | Sell |
2,368
-37
| -2% | -$5.82K | 0.07% | 203 |
|
|
2023
Q3 | $375K | Buy |
2,405
+100
| +4% | +$15.6K | 0.12% | 142 |
|
|
2023
Q2 | $413K | Sell |
2,305
-138
| -6% | -$24.7K | 0.13% | 129 |
|
|
2023
Q1 | $474K | Buy |
2,443
+14
| +0.6% | +$2.72K | 0.16% | 112 |
|
|
2022
Q4 | $422K | Sell |
2,429
-234
| -9% | -$40.7K | 0.16% | 124 |
|
|
2022
Q3 | $430K | Buy |
2,663
+18
| +0.7% | +$2.91K | 0.18% | 109 |
|
|
2022
Q2 | $483K | Buy |
2,645
+12
| +0.5% | +$2.19K | 0.22% | 111 |
|
|
2022
Q1 | $565K | Sell |
2,633
-94
| -3% | -$20.2K | 0.15% | 107 |
|
|
2021
Q4 | $584K | Sell |
2,727
-325
| -11% | -$69.6K | 0.15% | 99 |
|
|
2021
Q3 | $556K | Sell |
3,052
-188
| -6% | -$34.2K | 0.15% | 101 |
|
|
2021
Q2 | $674K | Hold |
3,240
| – | – | 0.15% | 123 |
|
|
2021
Q1 | $551K | Hold |
3,240
| – | – | 0.14% | 126 |
|
|
2020
Q4 | $546K | Sell |
3,240
-75
| -2% | -$12.6K | 0.14% | 122 |
|
|
2020
Q3 | $552K | Buy |
+3,315
| New | +$552K | 0.16% | 115 |
|
|
2019
Q3 | – | Sell |
-100
| Closed | -$10K | – | 418 |
|
|
2019
Q2 | $10K | Buy |
+100
| New | +$10K | ﹤0.01% | 380 |
|