TLA
Tanglewood Legacy Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $175K | Hold |
1,734
| – | – | 0.07% | 99 |
|
|
2025
Q1 | $191K | Hold |
1,734
| – | – | 0.08% | 94 |
|
|
2024
Q4 | $219K | Hold |
1,734
| – | – | 0.09% | 86 |
|
|
2024
Q3 | $236K | Hold |
1,734
| – | – | 0.11% | 80 |
|
|
2024
Q2 | $237K | Hold |
1,734
| – | – | 0.11% | 80 |
|
|
2024
Q1 | $258K | Hold |
1,734
| – | – | 0.13% | 74 |
|
|
2023
Q4 | $273K | Sell |
1,734
-59
| -3% | -$9.28K | 0.15% | 72 |
|
|
2023
Q3 | $279K | Hold |
1,793
| – | – | 0.17% | 70 |
|
|
2023
Q2 | $321K | Sell |
1,793
-40
| -2% | -$7.17K | 0.19% | 64 |
|
|
2023
Q1 | $356K | Hold |
1,833
| – | – | 0.23% | 51 |
|
|
2022
Q4 | $319K | Buy |
+1,833
| New | +$319K | 0.23% | 44 |
|