SWA
SOA 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 | $639K | Sell |
6,332
-1,565
| -20% | -$158K | 0.12% | 101 |
|
|
2025
Q1 | $869K | Buy |
7,897
+4
| +0.1% | +$440 | 0.18% | 78 |
|
|
2024
Q4 | $995K | Buy |
7,893
+2
| +0% | +$252 | 0.18% | 72 |
|
|
2024
Q3 | $1.08M | Sell |
7,891
-1,089
| -12% | -$148K | 0.21% | 70 |
|
|
2024
Q2 | $1.23M | Sell |
8,980
-44
| -0.5% | -$6.02K | 0.25% | 66 |
|
|
2024
Q1 | $1.34M | Buy |
9,024
+3
| +0% | +$446 | 0.28% | 61 |
|
|
2023
Q4 | $1.42M | Buy |
9,021
+3
| +0% | +$472 | 0.32% | 56 |
|
|
2023
Q3 | $1.41M | Buy |
9,018
+47
| +0.5% | +$7.33K | 0.35% | 54 |
|
|
2023
Q2 | $1.61M | Buy |
8,971
+3
| +0% | +$538 | 0.38% | 52 |
|
|
2023
Q1 | $1.74M | Sell |
8,968
-100
| -1% | -$19.4K | 0.43% | 49 |
|
|
2022
Q4 | $1.58M | Sell |
9,068
-21
| -0.2% | -$3.65K | 0.42% | 50 |
|
|
2022
Q3 | $1.47M | Sell |
9,089
-24
| -0.3% | -$3.88K | 0.44% | 50 |
|
|
2022
Q2 | $1.66M | Buy |
9,113
+11
| +0.1% | +$2.01K | 0.49% | 50 |
|
|
2022
Q1 | $1.95M | Buy |
9,102
+419
| +5% | +$89.9K | 0.48% | 52 |
|
|
2021
Q4 | $1.86M | Hold |
8,683
| – | – | 0.45% | 50 |
|
|
2021
Q3 | $1.58M | Buy |
8,683
+48
| +0.6% | +$8.74K | 0.41% | 53 |
|
|
2021
Q2 | $1.8M | Hold |
8,635
| – | – | 0.46% | 52 |
|
|
2021
Q1 | $1.47M | Sell |
8,635
-3
| -0% | -$510 | 0.41% | 58 |
|
|
2020
Q4 | $1.43M | Buy |
+8,638
| New | +$1.43M | 0.39% | 52 |
|