SWM
SeaCrest 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 | $554K | Sell |
5,489
-229
| -4% | -$23.1K | 0.06% | 288 |
|
|
2025
Q1 | $629K | Buy |
5,718
+325
| +6% | +$35.7K | 0.07% | 270 |
|
|
2024
Q4 | $680K | Buy |
5,393
+150
| +3% | +$18.9K | 0.07% | 264 |
|
|
2024
Q3 | $715K | Sell |
5,243
-623
| -11% | -$84.9K | 0.08% | 257 |
|
|
2024
Q2 | $803K | Sell |
5,866
-769
| -12% | -$105K | 0.09% | 209 |
|
|
2024
Q1 | $986K | Sell |
6,635
-558
| -8% | -$82.9K | 0.12% | 177 |
|
|
2023
Q4 | $1.14M | Buy |
7,193
+69
| +1% | +$11K | 0.14% | 148 |
|
|
2023
Q3 | $1.11M | Sell |
7,124
-205
| -3% | -$32K | 0.14% | 147 |
|
|
2023
Q2 | $1.31M | Sell |
7,329
-484
| -6% | -$86.8K | 0.17% | 128 |
|
|
2023
Q1 | $1.52M | Sell |
7,813
-256
| -3% | -$49.7K | 0.21% | 102 |
|
|
2022
Q4 | $1.4M | Buy |
8,069
+1,110
| +16% | +$193K | 0.2% | 108 |
|
|
2022
Q3 | $1.12M | Sell |
6,959
-1,183
| -15% | -$191K | 0.17% | 129 |
|
|
2022
Q2 | $1.49M | Sell |
8,142
-245
| -3% | -$44.7K | 0.19% | 99 |
|
|
2022
Q1 | $1.8M | Sell |
8,387
-571
| -6% | -$122K | 0.21% | 97 |
|
|
2021
Q4 | $1.92M | Sell |
8,958
-183
| -2% | -$39.2K | 0.21% | 89 |
|
|
2021
Q3 | $1.67M | Sell |
9,141
-4,026
| -31% | -$733K | 0.2% | 102 |
|
|
2021
Q2 | $2.74M | Sell |
13,167
-434
| -3% | -$90.2K | 0.33% | 63 |
|
|
2021
Q1 | $2.31M | Buy |
13,601
+166
| +1% | +$28.2K | 0.31% | 69 |
|
|
2020
Q4 | $2.26M | Buy |
13,435
+1,784
| +15% | +$300K | 0.32% | 68 |
|
|
2020
Q3 | $1.94M | Buy |
11,651
+4,272
| +58% | +$712K | 0.31% | 68 |
|
|
2020
Q2 | $820K | Buy |
7,379
+1,197
| +19% | +$133K | 0.14% | 165 |
|
|
2020
Q1 | $578K | Buy |
6,182
+240
| +4% | +$22.4K | 0.12% | 184 |
|
|
2019
Q4 | $696K | Sell |
5,942
-425
| -7% | -$49.8K | 0.12% | 204 |
|
|
2019
Q3 | $763K | Buy |
6,367
+487
| +8% | +$58.4K | 0.14% | 180 |
|
|
2019
Q2 | $607K | Buy |
5,880
+552
| +10% | +$57K | 0.12% | 200 |
|
|
2019
Q1 | $595K | Sell |
5,328
-1,299
| -20% | -$145K | 0.1% | 201 |
|
|
2018
Q4 | $646K | Buy |
6,627
+783
| +13% | +$76.3K | 0.13% | 169 |
|
|
2018
Q3 | $682K | Sell |
5,844
-93
| -2% | -$10.9K | 0.12% | 185 |
|
|
2018
Q2 | $631K | Sell |
5,937
-37
| -0.6% | -$3.93K | 0.11% | 190 |
|
|
2018
Q1 | $625K | Buy |
5,974
+165
| +3% | +$17.3K | 0.11% | 187 |
|
|
2017
Q4 | $692K | Buy |
+5,809
| New | +$692K | 0.13% | 164 |
|