SWM
Sculati Wealth Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Sell |
17,704
-41
| -0.2% | -$4.14K | 0.67% | 49 |
|
|
2025
Q1 | $1.95M | Buy |
17,745
+959
| +6% | +$105K | 0.79% | 36 |
|
|
2024
Q4 | $2.12M | Sell |
16,786
-23
| -0.1% | -$2.9K | 0.84% | 37 |
|
|
2024
Q3 | $2.29M | Sell |
16,809
-197
| -1% | -$26.9K | 0.91% | 31 |
|
|
2024
Q2 | $2.33M | Buy |
17,006
+156
| +0.9% | +$21.3K | 0.99% | 33 |
|
|
2024
Q1 | $2.5M | Buy |
16,850
+226
| +1% | +$33.6K | 1.08% | 32 |
|
|
2023
Q4 | $2.61M | Buy |
16,624
+186
| +1% | +$29.2K | 1.22% | 26 |
|
|
2023
Q3 | $2.56M | Sell |
16,438
-103
| -0.6% | -$16.1K | 1.31% | 22 |
|
|
2023
Q2 | $2.97M | Buy |
16,541
+67
| +0.4% | +$12K | 1.49% | 17 |
|
|
2023
Q1 | $3.2M | Buy |
16,474
+571
| +4% | +$111K | 1.7% | 13 |
|
|
2022
Q4 | $2.77M | Sell |
15,903
-247
| -2% | -$42.9K | 1.55% | 16 |
|
|
2022
Q3 | $2.61M | Buy |
16,150
+98
| +0.6% | +$15.8K | 1.54% | 13 |
|
|
2022
Q2 | $2.93M | Buy |
16,052
+180
| +1% | +$32.9K | 1.67% | 11 |
|
|
2022
Q1 | $3.4M | Buy |
15,872
+268
| +2% | +$57.5K | 1.66% | 12 |
|
|
2021
Q4 | $3.35M | Buy |
15,604
+88
| +0.6% | +$18.9K | 1.62% | 14 |
|
|
2021
Q3 | $2.83M | Buy |
15,516
+120
| +0.8% | +$21.8K | 1.5% | 19 |
|
|
2021
Q2 | $3.2M | Buy |
15,396
+75
| +0.5% | +$15.6K | 1.7% | 14 |
|
|
2021
Q1 | $2.6M | Sell |
15,321
-315
| -2% | -$53.5K | 1.5% | 18 |
|
|
2020
Q4 | $2.63M | Buy |
15,636
+256
| +2% | +$43.1K | 1.73% | 15 |
|
|
2020
Q3 | $2.56M | Buy |
15,380
+61
| +0.4% | +$10.2K | 1.92% | 11 |
|
|
2020
Q2 | $1.7M | Buy |
15,319
+1,267
| +9% | +$141K | 1.44% | 23 |
|
|
2020
Q1 | $1.31M | Buy |
14,052
+1,550
| +12% | +$145K | 1.44% | 22 |
|
|
2019
Q4 | $1.46M | Buy |
+12,502
| New | +$1.46M | 1.31% | 27 |
|