SLA
Silver Lake Advisory’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Hold |
2,000
| – | – | 0.09% | 102 |
|
|
2025
Q1 | $220K | Buy |
+2,000
| New | +$220K | 0.1% | 97 |
|
|
2019
Q3 | – | Sell |
-26,330
| Closed | -$2.72M | – | 82 |
|
|
2019
Q2 | $2.72M | Sell |
26,330
-33
| -0.1% | -$3.41K | 1.8% | 25 |
|
|
2019
Q1 | $2.95M | Sell |
26,363
-799
| -3% | -$89.3K | 1.99% | 19 |
|
|
2018
Q4 | $2.65M | Sell |
27,162
-621
| -2% | -$60.6K | 1.97% | 18 |
|
|
2018
Q3 | $3.24M | Buy |
27,783
+7,193
| +35% | +$840K | 1.97% | 14 |
|
|
2018
Q2 | $2.28M | Sell |
20,590
-5,234
| -20% | -$579K | 1.81% | 22 |
|
|
2018
Q1 | $2.7M | Buy |
25,824
+509
| +2% | +$53.3K | 2.01% | 18 |
|
|
2017
Q4 | $3.02M | Buy |
25,315
+60
| +0.2% | +$7.15K | 2.15% | 15 |
|
|
2017
Q3 | $3.03M | Buy |
25,255
+4,630
| +22% | +$556K | 2.31% | 14 |
|
|
2017
Q2 | $2.28M | Buy |
20,625
+195
| +1% | +$21.6K | 1.69% | 24 |
|
|
2017
Q1 | $2.19M | Buy |
+20,430
| New | +$2.19M | 1.65% | 24 |
|