TIA
Traphagen Investment Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Buy |
2,835
+211
| +8% | +$21.3K | 0.03% | 150 |
|
|
2025
Q1 | $289K | Buy |
2,624
+536
| +26% | +$59K | 0.03% | 142 |
|
|
2024
Q4 | $263K | Buy |
2,088
+2
| +0.1% | +$252 | 0.03% | 148 |
|
|
2024
Q3 | $284K | Sell |
2,086
-136
| -6% | -$18.5K | 0.03% | 138 |
|
|
2024
Q2 | $304K | Sell |
2,222
-83
| -4% | -$11.4K | 0.03% | 125 |
|
|
2024
Q1 | $343K | Buy |
2,305
+86
| +4% | +$12.8K | 0.04% | 125 |
|
|
2023
Q4 | $349K | Buy |
2,219
+2
| +0.1% | +$314 | 0.04% | 119 |
|
|
2023
Q3 | $346K | Buy |
2,217
+81
| +4% | +$12.6K | 0.04% | 106 |
|
|
2023
Q2 | $383K | Buy |
2,136
+71
| +3% | +$12.7K | 0.05% | 107 |
|
|
2023
Q1 | $401K | Sell |
2,065
-205
| -9% | -$39.8K | 0.06% | 102 |
|
|
2022
Q4 | $395K | Buy |
2,270
+37
| +2% | +$6.43K | 0.06% | 97 |
|
|
2022
Q3 | $361K | Buy |
2,233
+6
| +0.3% | +$969 | 0.07% | 86 |
|
|
2022
Q2 | $407K | Buy |
2,227
+987
| +80% | +$180K | 0.07% | 83 |
|
|
2022
Q1 | $266K | Sell |
1,240
-85
| -6% | -$18.2K | 0.04% | 118 |
|
|
2021
Q4 | $284K | Buy |
1,325
+2
| +0.2% | +$429 | 0.05% | 117 |
|
|
2021
Q3 | $241K | Sell |
1,323
-109,633
| -99% | -$20M | 0.04% | 119 |
|
|
2021
Q2 | $2.67M | Buy |
110,956
+5,296
| +5% | +$128K | 0.45% | 27 |
|
|
2021
Q1 | $2.51M | Buy |
+105,660
| New | +$2.51M | 0.46% | 26 |
|