SWA
Sutton Wealth Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $142K | Sell |
911
-1
| -0.1% | -$156 | 0.07% | 133 |
|
|
2023
Q2 | $163K | Sell |
912
-55
| -6% | -$9.86K | 0.08% | 127 |
|
|
2023
Q1 | $188K | Sell |
967
-1,319
| -58% | -$256K | 0.1% | 108 |
|
|
2022
Q4 | $397K | Sell |
2,286
-580
| -20% | -$101K | 0.15% | 106 |
|
|
2022
Q3 | $463K | Buy |
2,866
+551
| +24% | +$89K | 0.19% | 85 |
|
|
2022
Q2 | $423K | Buy |
2,315
+25
| +1% | +$4.56K | 0.17% | 90 |
|
|
2022
Q1 | $491K | Buy |
2,290
+16
| +0.7% | +$3.43K | 0.17% | 87 |
|
|
2021
Q4 | $487K | Buy |
2,274
+5
| +0.2% | +$1.07K | 0.16% | 92 |
|
|
2021
Q3 | $413K | Sell |
2,269
-1
| -0% | -$182 | 0.15% | 103 |
|
|
2021
Q2 | $472K | Hold |
2,270
| – | – | 0.17% | 95 |
|
|
2021
Q1 | $386K | Buy |
2,270
+5
| +0.2% | +$850 | 0.15% | 105 |
|
|
2020
Q4 | $381K | Buy |
2,265
+13
| +0.6% | +$2.19K | 0.16% | 103 |
|
|
2020
Q3 | $375K | Buy |
2,252
+25
| +1% | +$4.17K | 0.18% | 95 |
|
|
2020
Q2 | $248K | Sell |
2,227
-100
| -4% | -$11.1K | 0.13% | 119 |
|
|
2020
Q1 | $217K | Sell |
2,327
-238
| -9% | -$22.2K | 0.14% | 120 |
|
|
2019
Q4 | $300K | Hold |
2,565
| – | – | 0.15% | 110 |
|
|
2019
Q3 | $307K | Buy |
2,565
+11
| +0.4% | +$1.32K | 0.17% | 100 |
|
|
2019
Q2 | $264K | Sell |
2,554
-53
| -2% | -$5.47K | 0.15% | 113 |
|
|
2019
Q1 | $291K | Buy |
2,607
+11
| +0.4% | +$1.23K | 0.17% | 106 |
|
|
2018
Q4 | $253K | Buy |
2,596
+582
| +29% | +$56.8K | 0.16% | 103 |
|
|
2018
Q3 | $235K | Hold |
2,014
| – | – | 0.15% | 112 |
|
|
2018
Q2 | $214K | Hold |
2,014
| – | – | 0.15% | 115 |
|
|
2018
Q1 | $211K | Hold |
2,014
| – | – | 0.15% | 120 |
|
|
2017
Q4 | $240K | Hold |
2,014
| – | – | 0.18% | 106 |
|
|
2017
Q3 | $242K | Hold |
2,014
| – | – | 0.18% | 95 |
|
|
2017
Q2 | $223K | Hold |
2,014
| – | – | 0.18% | 101 |
|
|
2017
Q1 | $216K | Hold |
2,014
| – | – | 0.18% | 96 |
|
|
2016
Q4 | $231K | Hold |
2,014
| – | – | 0.21% | 82 |
|
|
2016
Q3 | $220K | Sell |
2,014
-285
| -12% | -$31.2K | 0.2% | 80 |
|
|
2016
Q2 | $248K | Hold |
2,299
| – | – | 0.23% | 74 |
|
|
2016
Q1 | $242K | Buy |
+2,299
| New | +$242K | 0.23% | 73 |
|