TFG
Tilson Financial Group’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Sell |
22,890
-4
| -0% | -$404 | 0.87% | 26 |
|
|
2025
Q1 | $2.52M | Sell |
22,894
-15
| -0.1% | -$1.65K | 1% | 24 |
|
|
2024
Q4 | $2.89M | Buy |
22,909
+15
| +0.1% | +$1.89K | 1.18% | 23 |
|
|
2024
Q3 | $3.12M | Buy |
+22,894
| New | +$3.12M | 1.35% | 23 |
|
|
2024
Q2 | – | Sell |
-22,894
| Closed | -$3.4M | – | 61 |
|
|
2024
Q1 | $3.4M | Hold |
22,894
| – | – | 1.83% | 19 |
|
|
2023
Q4 | $3.6M | Hold |
22,894
| – | – | 2.32% | 13 |
|
|
2023
Q3 | $3.57M | Buy |
+22,894
| New | +$3.57M | 2.8% | 12 |
|
|
2023
Q2 | – | Sell |
-22,894
| Closed | -$4.44M | – | 53 |
|
|
2023
Q1 | $4.44M | Hold |
22,894
| – | – | 3.63% | 10 |
|
|
2022
Q4 | $3.98M | Buy |
+22,894
| New | +$3.98M | 3.39% | 10 |
|