SHFA
SC&H Financial Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Sell |
2,373
-1,900
| -44% | -$192K | 0.04% | 138 |
|
|
2025
Q1 | $470K | Sell |
4,273
-1,000
| -19% | -$110K | 0.09% | 91 |
|
|
2024
Q4 | $665K | Hold |
5,273
| – | – | 0.14% | 83 |
|
|
2024
Q3 | $719K | Buy |
5,273
+2
| +0% | +$273 | 0.16% | 81 |
|
|
2024
Q2 | $721K | Buy |
5,271
+158
| +3% | +$21.6K | 0.18% | 73 |
|
|
2024
Q1 | $760K | Buy |
5,113
+1,000
| +24% | +$149K | 0.2% | 74 |
|
|
2023
Q4 | $647K | Hold |
4,113
| – | – | 0.19% | 77 |
|
|
2023
Q3 | $641K | Buy |
4,113
+1
| +0% | +$156 | 0.21% | 73 |
|
|
2023
Q2 | $737K | Sell |
4,112
-8
| -0.2% | -$1.43K | 0.24% | 72 |
|
|
2023
Q1 | $799K | Buy |
+4,120
| New | +$799K | 0.29% | 65 |
|
|
2022
Q3 | – | Sell |
-2,900
| Closed | -$529K | – | 136 |
|
|
2022
Q2 | $529K | Buy |
2,900
+100
| +4% | +$18.2K | 0.25% | 82 |
|
|
2022
Q1 | $600K | Buy |
2,800
+100
| +4% | +$21.4K | 0.29% | 72 |
|
|
2021
Q4 | $579K | Buy |
+2,700
| New | +$579K | 0.32% | 74 |
|