SFWA
Summit Financial Wealth Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $7.74M | Sell |
70,327
-3,747
| -5% | -$412K | 1.53% | 23 |
|
|
2024
Q4 | $8.24M | Buy |
74,074
+14,989
| +25% | +$1.67M | 1.61% | 20 |
|
|
2024
Q3 | $8.06M | Buy |
59,085
+3,880
| +7% | +$529K | 1.51% | 23 |
|
|
2024
Q2 | $7.55M | Buy |
55,205
+1,984
| +4% | +$272K | 1.53% | 22 |
|
|
2024
Q1 | $7.91M | Buy |
53,221
+4,879
| +10% | +$725K | 1.6% | 23 |
|
|
2023
Q4 | $7.6M | Buy |
48,342
+408
| +0.9% | +$64.2K | 1.72% | 20 |
|
|
2023
Q3 | $6.8M | Sell |
47,934
-3,010
| -6% | -$427K | 1.67% | 21 |
|
|
2023
Q2 | $9.13M | Buy |
50,944
+287
| +0.6% | +$51.4K | 2.11% | 13 |
|
|
2023
Q1 | $9.83M | Buy |
50,657
+806
| +2% | +$156K | 2.33% | 12 |
|
|
2022
Q4 | $8.67M | Buy |
49,851
+699
| +1% | +$122K | 2.09% | 14 |
|
|
2022
Q3 | $8.18M | Sell |
49,152
-5,215
| -10% | -$868K | 2.35% | 14 |
|
|
2022
Q2 | $10.2M | Buy |
54,367
+807
| +2% | +$152K | 2.44% | 12 |
|
|
2022
Q1 | $11.5M | Buy |
53,560
+5,154
| +11% | +$1.11M | 2.32% | 12 |
|
|
2021
Q4 | $10.5M | Buy |
48,406
+2,712
| +6% | +$589K | 2.04% | 11 |
|
|
2021
Q3 | $8.32M | Buy |
45,694
+410
| +0.9% | +$74.7K | 1.89% | 16 |
|
|
2021
Q2 | $9.42M | Buy |
45,284
+1,069
| +2% | +$222K | 2.13% | 12 |
|
|
2021
Q1 | $7.45M | Buy |
44,215
+394
| +0.9% | +$66.4K | 1.9% | 17 |
|
|
2020
Q4 | $7.3M | Sell |
43,821
-962
| -2% | -$160K | 1.99% | 12 |
|
|
2020
Q3 | $7.15M | Sell |
44,783
-36,590
| -45% | -$5.84M | 1.91% | 13 |
|
|
2020
Q2 | $9.32M | Buy |
81,373
+140
| +0.2% | +$16K | 2.48% | 9 |
|
|
2020
Q1 | $7.77M | Buy |
81,233
+34,813
| +75% | +$3.33M | 2.45% | 9 |
|
|
2019
Q4 | $5.34M | Sell |
46,420
-1,468
| -3% | -$169K | 1.3% | 23 |
|
|
2019
Q3 | $5.56M | Buy |
47,888
+3,960
| +9% | +$459K | 1.36% | 20 |
|
|
2019
Q2 | $4.54M | Buy |
43,928
+1,741
| +4% | +$180K | 1.11% | 25 |
|
|
2019
Q1 | $4.82M | Buy |
42,187
+2,389
| +6% | +$273K | 1.27% | 22 |
|
|
2018
Q4 | $3.88M | Sell |
39,798
-7,468
| -16% | -$728K | 1.26% | 22 |
|
|
2018
Q3 | $5.47M | Buy |
47,266
+9,458
| +25% | +$1.09M | 1.64% | 16 |
|
|
2018
Q2 | $3.96M | Sell |
37,808
-1,050
| -3% | -$110K | 1.32% | 21 |
|
|
2018
Q1 | $4.07M | Buy |
38,858
+36,931
| +1,917% | +$3.87M | 1.34% | 21 |
|
|
2017
Q4 | $230K | Buy |
1,927
+26
| +1% | +$3.1K | 0.08% | 126 |
|
|
2017
Q3 | $228K | Hold |
1,901
| – | – | 0.08% | 124 |
|
|
2017
Q2 | $210K | Hold |
1,901
| – | – | 0.08% | 141 |
|
|
2017
Q1 | $204K | Sell |
1,901
-11
| -0.6% | -$1.18K | 0.09% | 134 |
|
|
2016
Q4 | $219K | Buy |
1,912
+11
| +0.6% | +$1.26K | 0.1% | 131 |
|
|
2016
Q3 | $208K | Sell |
1,901
-15
| -0.8% | -$1.64K | 0.09% | 134 |
|
|
2016
Q2 | $206K | Sell |
1,916
-158
| -8% | -$17K | 0.09% | 136 |
|
|
2016
Q1 | $219K | Buy |
+2,074
| New | +$219K | 0.1% | 121 |
|
|
2015
Q4 | – | Sell |
-1,800
| Closed | -$177K | – | 209 |
|
|
2015
Q3 | $177K | Hold |
1,800
| – | – | 0.11% | 83 |
|
|
2015
Q2 | $174K | Hold |
1,800
| – | – | 0.11% | 89 |
|
|
2015
Q1 | $179K | Hold |
1,800
| – | – | 0.12% | 74 |
|
|
2014
Q4 | $200K | Buy |
+1,800
| New | +$200K | 0.14% | 68 |
|