WAS
Wealth Advisory Solutions’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $509K | Buy |
5,045
+5
| +0.1% | +$505 | 0.13% | 90 |
|
|
2025
Q1 | $554K | Buy |
5,040
+16
| +0.3% | +$1.76K | 0.15% | 84 |
|
|
2024
Q4 | $634K | Sell |
5,024
-435
| -8% | -$54.9K | 0.18% | 71 |
|
|
2024
Q3 | $744K | Buy |
5,459
+2,519
| +86% | +$343K | 0.2% | 69 |
|
|
2024
Q2 | $402K | Buy |
2,940
+446
| +18% | +$61K | 0.11% | 90 |
|
|
2024
Q1 | $371K | Sell |
2,494
-1,362
| -35% | -$202K | 0.1% | 96 |
|
|
2023
Q4 | $606K | Sell |
3,856
-3,948
| -51% | -$621K | 0.21% | 51 |
|
|
2023
Q3 | $1.22M | Buy |
+7,804
| New | +$1.22M | 0.24% | 64 |
|
|
2023
Q2 | – | Sell |
-3,920
| Closed | -$760K | – | 133 |
|
|
2023
Q1 | $760K | Sell |
3,920
-19,636
| -83% | -$3.81M | 0.2% | 78 |
|
|
2022
Q4 | $4.09M | Buy |
23,556
+759
| +3% | +$132K | 1.1% | 24 |
|
|
2022
Q3 | $3.68M | Sell |
22,797
-359
| -2% | -$58K | 1.02% | 28 |
|
|
2022
Q2 | $4.23M | Buy |
23,156
+19,136
| +476% | +$3.49M | 1.04% | 29 |
|
|
2022
Q1 | $862K | Buy |
+4,020
| New | +$862K | 0.18% | 86 |
|
|
2021
Q3 | $704K | Sell |
3,865
-9,778
| -72% | -$1.78M | 0.16% | 97 |
|
|
2021
Q2 | $2.84M | Sell |
13,643
-11,740
| -46% | -$2.44M | 0.67% | 47 |
|
|
2021
Q1 | $4K | Sell |
25,383
-41
| -0.2% | -$6 | ﹤0.01% | 92 |
|
|
2020
Q4 | $4.28M | Sell |
25,424
-183
| -0.7% | -$30.8K | 1.16% | 31 |
|
|
2020
Q3 | $4.27M | Sell |
25,607
-22,347
| -47% | -$3.72M | 1.13% | 28 |
|
|
2020
Q2 | $5.33M | Sell |
47,954
-924
| -2% | -$103K | 1.48% | 17 |
|
|
2020
Q1 | $4.57M | Buy |
48,878
+12,768
| +35% | +$1.19M | 1.55% | 15 |
|
|
2019
Q4 | $4.23M | Buy |
+36,110
| New | +$4.23M | 1.11% | 25 |
|