SFA
Semmax 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 | $40.4K | Sell |
467
-401
| -46% | -$34.7K | 0.01% | 194 |
|
|
2025
Q1 | $83.3K | Sell |
868
-23,059
| -96% | -$2.21M | 0.02% | 149 |
|
|
2024
Q4 | $2.77M | Sell |
23,927
-996
| -4% | -$115K | 0.74% | 53 |
|
|
2024
Q3 | $3.24M | Buy |
24,923
+1,065
| +4% | +$139K | 0.89% | 46 |
|
|
2024
Q2 | $3.02M | Sell |
23,858
-428
| -2% | -$54.1K | 0.91% | 49 |
|
|
2024
Q1 | $3.7M | Sell |
24,286
-691
| -3% | -$105K | 1.22% | 31 |
|
|
2023
Q4 | $3.62M | Sell |
24,977
-2,349
| -9% | -$340K | 1.32% | 28 |
|
|
2023
Q3 | $3.82M | Buy |
+27,326
| New | +$3.82M | 1.53% | 22 |
|
|
2022
Q4 | $5.63M | Buy |
31,454
+658
| +2% | +$118K | 2.24% | 12 |
|
|
2022
Q3 | $5.21M | Buy |
30,796
+2,246
| +8% | +$380K | 2.21% | 11 |
|
|
2022
Q2 | $5.78M | Buy |
28,550
+3,665
| +15% | +$742K | 2.36% | 7 |
|
|
2022
Q1 | $5.34M | Buy |
24,885
+2,074
| +9% | +$445K | 2.1% | 9 |
|
|
2021
Q4 | $4.89M | Sell |
22,811
-2,887
| -11% | -$619K | 1.81% | 14 |
|
|
2021
Q3 | $4.68M | Sell |
25,698
-1,779
| -6% | -$324K | 1.62% | 16 |
|
|
2021
Q2 | $5.71M | Buy |
27,477
+517
| +2% | +$108K | 1.83% | 12 |
|
|
2021
Q1 | $4.58M | Buy |
26,960
+1,115
| +4% | +$190K | 1.63% | 15 |
|
|
2020
Q4 | $4.35M | Sell |
25,845
-33
| -0.1% | -$5.56K | 1.8% | 14 |
|
|
2020
Q3 | $4.31M | Sell |
25,878
-407
| -2% | -$67.8K | 2.05% | 14 |
|
|
2020
Q2 | $2.92M | Buy |
26,285
+2,598
| +11% | +$289K | 1.53% | 19 |
|
|
2020
Q1 | $2.21M | Buy |
23,687
+1,715
| +8% | +$160K | 1.4% | 21 |
|
|
2019
Q4 | $2.57M | Buy |
21,972
+2,348
| +12% | +$275K | 1.42% | 22 |
|
|
2019
Q3 | $2.35M | Buy |
19,624
+2,465
| +14% | +$295K | 1.41% | 24 |
|
|
2019
Q2 | $1.77M | Buy |
17,159
+7,682
| +81% | +$793K | 1.14% | 27 |
|
|
2019
Q1 | $1.06M | Buy |
9,477
+3,409
| +56% | +$381K | 0.73% | 33 |
|
|
2018
Q4 | $592K | Buy |
+6,068
| New | +$592K | 0.46% | 55 |
|