SVWAG
Sound View Wealth Advisors Group’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $460K | Buy |
4,555
+1,039
| +30% | +$105K | 0.03% | 279 |
|
|
2025
Q1 | $387K | Sell |
3,516
-1,219
| -26% | -$134K | 0.03% | 291 |
|
|
2024
Q4 | $597K | Buy |
4,735
+1,349
| +40% | +$170K | 0.05% | 239 |
|
|
2024
Q3 | $462K | Sell |
3,386
-1,952
| -37% | -$266K | 0.04% | 264 |
|
|
2024
Q2 | $731K | Buy |
5,338
+615
| +13% | +$84.2K | 0.08% | 192 |
|
|
2024
Q1 | $702K | Buy |
4,723
+108
| +2% | +$16.1K | 0.07% | 203 |
|
|
2023
Q4 | $726K | Buy |
4,615
+308
| +7% | +$48.4K | 0.08% | 195 |
|
|
2023
Q3 | $671K | Buy |
4,307
+131
| +3% | +$20.4K | 0.08% | 187 |
|
|
2023
Q2 | $748K | Sell |
4,176
-20
| -0.5% | -$3.59K | 0.1% | 179 |
|
|
2023
Q1 | $814K | Sell |
4,196
-419
| -9% | -$81.3K | 0.11% | 169 |
|
|
2022
Q4 | $726K | Buy |
4,615
+1,791
| +63% | +$282K | 0.08% | 195 |
|
|
2022
Q3 | $456K | Buy |
2,824
+90
| +3% | +$14.5K | 0.1% | 173 |
|
|
2022
Q2 | $499K | Sell |
2,734
-13
| -0.5% | -$2.37K | 0.1% | 166 |
|
|
2022
Q1 | $589K | Buy |
2,747
+4
| +0.1% | +$858 | 0.11% | 158 |
|
|
2021
Q4 | $588K | Buy |
2,743
+305
| +13% | +$65.4K | 0.11% | 164 |
|
|
2021
Q3 | $444K | Buy |
2,438
+43
| +2% | +$7.83K | 0.09% | 184 |
|
|
2021
Q2 | $498K | Buy |
2,395
+41
| +2% | +$8.53K | 0.1% | 173 |
|
|
2021
Q1 | $400K | Buy |
2,354
+75
| +3% | +$12.7K | 0.09% | 180 |
|
|
2020
Q4 | $384K | Buy |
2,279
+7
| +0.3% | +$1.18K | 0.09% | 174 |
|
|
2020
Q3 | $379K | Buy |
2,272
+54
| +2% | +$9.01K | 0.1% | 169 |
|
|
2020
Q2 | $247K | Buy |
+2,218
| New | +$247K | 0.07% | 207 |
|
|
2020
Q1 | – | Sell |
-1,967
| Closed | -$230K | – | 236 |
|
|
2019
Q4 | $230K | Sell |
1,967
-596
| -23% | -$69.7K | 0.06% | 229 |
|
|
2019
Q3 | $307K | Sell |
2,563
-333
| -11% | -$39.9K | 0.09% | 187 |
|
|
2019
Q2 | $299K | Buy |
+2,896
| New | +$299K | 0.09% | 194 |
|