SWM
Sugarloaf Wealth Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $387K | Buy |
3,071
+1,843
| +150% | +$232K | 0.07% | 112 |
|
|
2024
Q3 | $167K | Hold |
1,228
| – | – | 0.03% | 193 |
|
|
2024
Q2 | $168K | Hold |
1,228
| – | – | 0.03% | 169 |
|
|
2024
Q1 | $183K | Hold |
1,228
| – | – | 0.04% | 161 |
|
|
2023
Q4 | $193K | Sell |
1,228
-151
| -11% | -$23.7K | 0.05% | 139 |
|
|
2023
Q3 | $215K | Sell |
1,379
-81
| -6% | -$12.6K | 0.05% | 119 |
|
|
2023
Q2 | $262K | Sell |
1,460
-362
| -20% | -$64.9K | 0.06% | 104 |
|
|
2023
Q1 | $354K | Sell |
1,822
-110
| -6% | -$21.3K | 0.09% | 95 |
|
|
2022
Q4 | $336K | Sell |
1,932
-80
| -4% | -$13.9K | 0.08% | 92 |
|
|
2022
Q3 | $325K | Buy |
2,012
+9
| +0.4% | +$1.45K | 0.08% | 93 |
|
|
2022
Q2 | $366K | Buy |
2,003
+95
| +5% | +$17.4K | 0.09% | 85 |
|
|
2022
Q1 | $409K | Buy |
1,908
+3
| +0.2% | +$643 | 0.1% | 79 |
|
|
2021
Q4 | $408K | Buy |
1,905
+52
| +3% | +$11.1K | 0.1% | 85 |
|
|
2021
Q3 | $337K | Buy |
1,853
+2
| +0.1% | +$364 | 0.09% | 90 |
|
|
2021
Q2 | $385K | Buy |
1,851
+3
| +0.2% | +$624 | 0.1% | 82 |
|
|
2021
Q1 | $314 | Buy |
1,848
+2
| +0.1% | – | 0.09% | 94 |
|
|
2020
Q4 | $311K | Sell |
1,846
-18
| -1% | -$3.03K | 0.1% | 87 |
|
|
2020
Q3 | $311K | Sell |
1,864
-97
| -5% | -$16.2K | 0.11% | 82 |
|
|
2020
Q2 | $218K | Sell |
1,961
-196
| -9% | -$21.8K | 0.08% | 102 |
|
|
2020
Q1 | $202K | Buy |
2,157
+623
| +41% | +$58.3K | 0.09% | 102 |
|
|
2019
Q4 | $180K | Buy |
+1,534
| New | +$180K | 0.08% | 123 |
|