SMA
Sage Mountain Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Sell |
15,912
-479
| -3% | -$48.4K | 0.1% | 92 |
|
|
2025
Q1 | $1.8M | Buy |
16,391
+1,211
| +8% | +$133K | 0.13% | 79 |
|
|
2024
Q4 | $1.91M | Sell |
15,180
-204
| -1% | -$25.7K | 0.14% | 75 |
|
|
2024
Q3 | $2.1M | Buy |
15,384
+2,579
| +20% | +$352K | 0.18% | 67 |
|
|
2024
Q2 | $1.75M | Sell |
12,805
-49
| -0.4% | -$6.71K | 0.16% | 67 |
|
|
2024
Q1 | $1.91M | Buy |
12,854
+298
| +2% | +$44.3K | 0.2% | 57 |
|
|
2023
Q4 | $1.97M | Sell |
12,556
-130
| -1% | -$20.4K | 0.23% | 55 |
|
|
2023
Q3 | $1.98M | Sell |
12,686
-161
| -1% | -$25.1K | 0.27% | 49 |
|
|
2023
Q2 | $2.3M | Buy |
12,847
+9,957
| +345% | +$1.78M | 0.33% | 43 |
|
|
2023
Q1 | $561K | Buy |
+2,890
| New | +$561K | 0.09% | 92 |
|