WAAG
Wealth Alliance Advisory Group’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $626K | Buy |
6,204
+1,671
| +37% | +$169K | 0.12% | 99 |
|
|
2025
Q1 | $499K | Buy |
4,533
+328
| +8% | +$36.1K | 0.1% | 114 |
|
|
2024
Q4 | $530K | Sell |
4,205
-404
| -9% | -$50.9K | 0.11% | 104 |
|
|
2024
Q3 | $628K | Buy |
+4,609
| New | +$628K | 0.13% | 98 |
|
|
2024
Q1 | – | Sell |
-4,716
| Closed | -$742K | – | 198 |
|
|
2023
Q4 | $742K | Buy |
4,716
+1,244
| +36% | +$196K | 0.19% | 75 |
|
|
2023
Q3 | $541K | Buy |
3,472
+420
| +14% | +$65.5K | 0.16% | 83 |
|
|
2023
Q2 | $547K | Buy |
3,052
+206
| +7% | +$36.9K | 0.19% | 80 |
|
|
2023
Q1 | $552K | Buy |
2,846
+94
| +3% | +$18.2K | 0.21% | 76 |
|
|
2022
Q4 | $478K | Buy |
2,752
+76
| +3% | +$13.2K | 0.18% | 83 |
|
|
2022
Q3 | $432K | Buy |
2,676
+217
| +9% | +$35K | 0.19% | 80 |
|
|
2022
Q2 | $449K | Buy |
2,459
+292
| +13% | +$53.3K | 0.21% | 76 |
|
|
2022
Q1 | $465K | Sell |
2,167
-109
| -5% | -$23.4K | 0.2% | 81 |
|
|
2021
Q4 | $488K | Buy |
2,276
+267
| +13% | +$57.2K | 0.21% | 79 |
|
|
2021
Q3 | $366K | Buy |
2,009
+120
| +6% | +$21.9K | 0.18% | 90 |
|
|
2021
Q2 | $393K | Buy |
1,889
+36
| +2% | +$7.49K | 0.19% | 87 |
|
|
2021
Q1 | $315K | Buy |
1,853
+35
| +2% | +$5.95K | 0.16% | 100 |
|
|
2020
Q4 | $306K | Buy |
+1,818
| New | +$306K | 0.17% | 102 |
|