SWA
Sax Wealth Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Sell |
2,607
-715
| -22% | -$72.2K | 0.02% | 364 |
|
|
2025
Q1 | $365K | Sell |
3,322
-2,907
| -47% | -$320K | 0.03% | 263 |
|
|
2024
Q4 | $786K | Buy |
6,229
+1,476
| +31% | +$186K | 0.06% | 144 |
|
|
2024
Q3 | $648K | Buy |
4,753
+1,257
| +36% | +$171K | 0.06% | 133 |
|
|
2024
Q2 | $478K | Buy |
+3,496
| New | +$478K | 0.05% | 151 |
|
|
2023
Q3 | – | Sell |
-1,604
| Closed | -$288K | – | 186 |
|
|
2023
Q2 | $288K | Hold |
1,604
| – | – | 0.06% | 139 |
|
|
2023
Q1 | $311K | Sell |
1,604
-1
| -0.1% | -$194 | 0.07% | 136 |
|
|
2022
Q4 | $279K | Buy |
+1,605
| New | +$279K | 0.06% | 138 |
|