RDFA
Ritter Daniher Financial Advisory’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-50
| Closed | -$6.31K | – | 330 |
|
|
2024
Q4 | $6.31K | Sell |
50
-50
| -50% | -$6.31K | ﹤0.01% | 259 |
|
|
2024
Q3 | $13.6K | Hold |
100
| – | – | ﹤0.01% | 224 |
|
|
2024
Q2 | $13.7K | Hold |
100
| – | – | ﹤0.01% | 214 |
|
|
2024
Q1 | $14.9K | Hold |
100
| – | – | ﹤0.01% | 207 |
|
|
2023
Q4 | $15.7K | Hold |
100
| – | – | 0.01% | 207 |
|
|
2023
Q3 | $15.6K | Hold |
100
| – | – | 0.01% | 206 |
|
|
2023
Q2 | $17.9K | Hold |
100
| – | – | 0.01% | 186 |
|
|
2023
Q1 | $19.4K | Buy |
100
+50
| +100% | +$9.7K | 0.01% | 178 |
|
|
2022
Q4 | $8.69K | Hold |
50
| – | – | ﹤0.01% | 211 |
|
|
2022
Q3 | $8K | Hold |
50
| – | – | 0.01% | 185 |
|
|
2022
Q2 | $9K | Hold |
50
| – | – | 0.01% | 177 |
|
|
2022
Q1 | $11K | Hold |
50
| – | – | 0.01% | 168 |
|
|
2021
Q4 | $11K | Hold |
50
| – | – | 0.01% | 160 |
|
|
2021
Q3 | $9K | Hold |
50
| – | – | 0.01% | 167 |
|
|
2021
Q2 | $10K | Hold |
50
| – | – | 0.01% | 157 |
|
|
2021
Q1 | $8K | Hold |
50
| – | – | 0.01% | 155 |
|
|
2020
Q4 | $8K | Buy |
+50
| New | +$8K | 0.01% | 148 |
|