RWPA
Richard W. Paul & Associates’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $897K | Buy |
8,883
+1,898
| +27% | +$192K | 0.32% | 77 |
|
|
2025
Q1 | $768K | Sell |
6,985
-347
| -5% | -$38.2K | 0.3% | 83 |
|
|
2024
Q4 | $925K | Buy |
7,332
+78
| +1% | +$9.84K | 0.34% | 79 |
|
|
2024
Q3 | $989K | Buy |
7,254
+3,424
| +89% | +$467K | 0.36% | 76 |
|
|
2024
Q2 | $524K | Buy |
3,830
+200
| +6% | +$27.4K | 0.2% | 118 |
|
|
2024
Q1 | $540K | Buy |
3,630
+494
| +16% | +$73.4K | 0.22% | 114 |
|
|
2023
Q4 | $493K | Sell |
3,136
-5
| -0.2% | -$786 | 0.21% | 115 |
|
|
2023
Q3 | $490K | Buy |
3,141
+314
| +11% | +$48.9K | 0.22% | 103 |
|
|
2023
Q2 | $507K | Buy |
2,827
+417
| +17% | +$74.8K | 0.22% | 110 |
|
|
2023
Q1 | $468K | Buy |
2,410
+144
| +6% | +$27.9K | 0.22% | 107 |
|
|
2022
Q4 | $394K | Buy |
+2,266
| New | +$394K | 0.2% | 111 |
|