WOSD
WFA of San Diego’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.6K | Buy |
+155
| New | +$15.6K | 0.01% | 288 |
|
|
2024
Q3 | $21.1K | Hold |
155
| – | – | 0.02% | 235 |
|
|
2024
Q2 | $21.2K | Buy |
+155
| New | +$21.2K | 0.02% | 235 |
|
|
2023
Q3 | $24.2K | Sell |
155
-68
| -30% | -$10.6K | 0.03% | 226 |
|
|
2023
Q2 | $40K | Buy |
+223
| New | +$40K | 0.04% | 189 |
|
|
2023
Q1 | – | Sell |
-223
| Closed | -$38.8K | – | 399 |
|
|
2022
Q4 | $38.8K | Buy |
+223
| New | +$38.8K | 0.03% | 217 |
|
|
2022
Q3 | – | Sell |
-230
| Closed | -$42K | – | 375 |
|
|
2022
Q2 | $42K | Buy |
+230
| New | +$42K | 0.04% | 171 |
|