SAG
SageView Advisory Group’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $894K | Buy |
8,805
+527
| +6% | +$53.5K | 0.03% | 260 |
|
|
2025
Q1 | $911K | Buy |
8,278
+38
| +0.5% | +$4.18K | 0.04% | 242 |
|
|
2024
Q4 | $1.04M | Buy |
8,240
+66
| +0.8% | +$8.32K | 0.04% | 217 |
|
|
2024
Q3 | $1.11M | Sell |
8,174
-1,743
| -18% | -$238K | 0.06% | 181 |
|
|
2024
Q2 | $1.36M | Buy |
9,917
+8,194
| +476% | +$1.12M | 0.06% | 181 |
|
|
2024
Q1 | $294K | Sell |
1,723
-10,283
| -86% | -$1.76M | 0.01% | 423 |
|
|
2023
Q4 | $1.74M | Buy |
12,006
+6,413
| +115% | +$930K | 0.08% | 165 |
|
|
2023
Q3 | $872K | Buy |
5,593
+50
| +0.9% | +$7.79K | 0.05% | 231 |
|
|
2023
Q2 | $994K | Buy |
5,543
+921
| +20% | +$165K | 0.06% | 226 |
|
|
2023
Q1 | $897K | Sell |
4,622
-348
| -7% | -$67.5K | 0.06% | 221 |
|
|
2022
Q4 | $864K | Buy |
+4,970
| New | +$864K | 0.07% | 171 |
|