SWMG
Signature Wealth Management Group’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.88M | Buy |
28,500
+514
| +2% | +$51.9K | 1.14% | 35 |
|
|
2025
Q1 | $3.08M | Buy |
27,986
+1,789
| +7% | +$197K | 1.2% | 36 |
|
|
2024
Q4 | $3.3M | Buy |
26,197
+995
| +4% | +$125K | 1.33% | 35 |
|
|
2024
Q3 | $3.44M | Buy |
25,202
+566
| +2% | +$77.2K | 1.38% | 35 |
|
|
2024
Q2 | $3.37M | Buy |
24,636
+451
| +2% | +$61.7K | 1.48% | 30 |
|
|
2024
Q1 | $3.45M | Buy |
24,185
+384
| +2% | +$54.8K | 1.57% | 29 |
|
|
2023
Q4 | $3.74M | Buy |
+23,801
| New | +$3.74M | 1.73% | 20 |
|
|
2023
Q2 | $3.61M | Buy |
20,160
+889
| +5% | +$159K | 1.68% | 22 |
|
|
2023
Q1 | $3.74M | Buy |
19,271
+938
| +5% | +$182K | 1.77% | 22 |
|
|
2022
Q4 | $3.19M | Buy |
18,333
+470
| +3% | +$81.7K | 1.56% | 30 |
|
|
2022
Q3 | $2.89M | Sell |
17,863
-308
| -2% | -$49.8K | 1.47% | 34 |
|
|
2022
Q2 | $3.32M | Buy |
18,171
+924
| +5% | +$169K | 1.61% | 30 |
|
|
2022
Q1 | $3.7M | Buy |
+17,247
| New | +$3.7M | 1.67% | 26 |
|
|
2021
Q2 | – | Sell |
-18,821
| Closed | -$3.2M | – | 77 |
|
|
2021
Q1 | $3.2M | Sell |
18,821
-484
| -3% | -$82.3K | 1.88% | 29 |
|
|
2020
Q4 | $3.25M | Buy |
19,305
+185
| +1% | +$31.2K | 2.05% | 19 |
|
|
2020
Q3 | $3.19M | Sell |
19,120
-11,641
| -38% | -$1.94M | 2.29% | 12 |
|
|
2020
Q2 | $3.42M | Buy |
30,761
+169
| +0.6% | +$18.8K | 2.61% | 6 |
|
|
2020
Q1 | $2.86M | Buy |
30,592
+206
| +0.7% | +$19.2K | 2.51% | 12 |
|
|
2019
Q4 | $3.56M | Buy |
30,386
+153
| +0.5% | +$17.9K | 2.25% | 12 |
|
|
2019
Q3 | $3.62M | Sell |
30,233
-94
| -0.3% | -$11.3K | 2.4% | 9 |
|
|
2019
Q2 | $3.11M | Buy |
30,327
+3,568
| +13% | +$365K | 2.07% | 23 |
|
|
2019
Q1 | $2.99M | Buy |
26,759
+340
| +1% | +$38K | 2.09% | 22 |
|
|
2018
Q4 | $2.58M | Buy |
26,419
+25,304
| +2,269% | +$2.47M | 2% | 27 |
|
|
2018
Q3 | $117K | Hold |
1,115
| – | – | 0.09% | 79 |
|
|
2018
Q2 | $118K | Sell |
1,115
-483
| -30% | -$51.1K | 0.09% | 76 |
|
|
2018
Q1 | $167K | Sell |
1,598
-23,220
| -94% | -$2.43M | 0.13% | 69 |
|
|
2017
Q4 | $2.96M | Buy |
+24,818
| New | +$2.96M | 2.17% | 19 |
|