SWA
SFMG Wealth Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Sell |
2,016
-102
| -5% | -$10.3K | 0.02% | 257 |
|
|
2025
Q1 | $233K | Sell |
2,118
-4
| -0.2% | -$440 | 0.02% | 239 |
|
|
2024
Q4 | $268K | Buy |
2,122
+487
| +30% | +$61.4K | 0.02% | 216 |
|
|
2024
Q3 | $223K | Sell |
1,635
-18
| -1% | -$2.45K | 0.02% | 234 |
|
|
2024
Q2 | $226K | Buy |
1,653
+30
| +2% | +$4.11K | 0.02% | 224 |
|
|
2024
Q1 | $241K | Buy |
1,623
+1
| +0.1% | +$149 | 0.02% | 223 |
|
|
2023
Q4 | $255K | Sell |
1,622
-968
| -37% | -$152K | 0.02% | 211 |
|
|
2023
Q3 | $404K | Buy |
2,590
+4
| +0.2% | +$623 | 0.04% | 151 |
|
|
2023
Q2 | $464K | Sell |
2,586
-1,031
| -29% | -$185K | 0.05% | 136 |
|
|
2023
Q1 | $702K | Buy |
3,617
+107
| +3% | +$20.8K | 0.08% | 106 |
|
|
2022
Q4 | $610K | Buy |
3,510
+159
| +5% | +$27.6K | 0.07% | 117 |
|
|
2022
Q3 | $534K | Sell |
3,351
-13
| -0.4% | -$2.07K | 0.06% | 121 |
|
|
2022
Q2 | $614K | Buy |
3,364
+33
| +1% | +$6.02K | 0.07% | 109 |
|
|
2022
Q1 | $714K | Sell |
3,331
-59
| -2% | -$12.6K | 0.07% | 112 |
|
|
2021
Q4 | $727K | Sell |
3,390
-265
| -7% | -$56.8K | 0.07% | 118 |
|
|
2021
Q3 | $666K | Buy |
3,655
+103
| +3% | +$18.8K | 0.07% | 115 |
|
|
2021
Q2 | $739K | Sell |
3,552
-330
| -9% | -$68.7K | 0.08% | 109 |
|
|
2021
Q1 | $660K | Hold |
3,882
| – | – | 0.08% | 113 |
|
|
2020
Q4 | $654K | Buy |
3,882
+1,791
| +86% | +$302K | 0.08% | 108 |
|
|
2020
Q3 | $348K | Buy |
+2,091
| New | +$348K | 0.05% | 129 |
|