SIA
Schechter Investment Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $557K | Sell |
5,067
-526
| -9% | -$57.8K | 0.05% | 340 |
|
|
2024
Q4 | $705K | Sell |
5,593
-412
| -7% | -$52K | 0.05% | 310 |
|
|
2024
Q3 | $819K | Sell |
6,005
-2,124
| -26% | -$290K | 0.06% | 290 |
|
|
2024
Q2 | $1.11M | Buy |
8,129
+2,073
| +34% | +$284K | 0.08% | 217 |
|
|
2024
Q1 | $900K | Sell |
6,056
-1,427
| -19% | -$212K | 0.07% | 266 |
|
|
2023
Q4 | $1.18M | Buy |
7,483
+586
| +8% | +$92.1K | 0.1% | 201 |
|
|
2023
Q3 | $1.07M | Sell |
6,897
-858
| -11% | -$134K | 0.1% | 209 |
|
|
2023
Q2 | $1.39M | Sell |
7,755
-717
| -8% | -$129K | 0.12% | 178 |
|
|
2023
Q1 | $1.64M | Sell |
8,472
-853
| -9% | -$165K | 0.15% | 151 |
|
|
2022
Q4 | $1.62M | Buy |
9,325
+750
| +9% | +$130K | 0.15% | 157 |
|
|
2022
Q3 | $1.39M | Sell |
8,575
-207
| -2% | -$33.4K | 0.14% | 192 |
|
|
2022
Q2 | $1.6M | Sell |
8,782
-1,130
| -11% | -$206K | 0.16% | 135 |
|
|
2022
Q1 | $2.13M | Buy |
9,912
+32
| +0.3% | +$6.86K | 0.2% | 96 |
|
|
2021
Q4 | $2.12M | Buy |
+9,880
| New | +$2.12M | 0.19% | 106 |
|