YWS
Yarger Wealth Strategies’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,013
| Closed | -$221K | – | 114 |
|
|
2025
Q1 | $221K | Sell |
2,013
-863
| -30% | -$94.9K | 0.13% | 91 |
|
|
2024
Q4 | $363K | Buy |
2,876
+120
| +4% | +$15.1K | 0.21% | 62 |
|
|
2024
Q3 | $376K | Buy |
2,756
+678
| +33% | +$92.4K | 0.21% | 59 |
|
|
2024
Q2 | $284K | Sell |
2,078
-614
| -23% | -$84K | 0.17% | 69 |
|
|
2024
Q1 | $400K | Buy |
2,692
+45
| +2% | +$6.69K | 0.27% | 53 |
|
|
2023
Q4 | $416K | Sell |
2,647
-817
| -24% | -$128K | 0.34% | 46 |
|
|
2023
Q3 | $540K | Sell |
3,464
-63
| -2% | -$9.82K | 0.46% | 33 |
|
|
2023
Q2 | $632K | Buy |
+3,527
| New | +$632K | 0.57% | 30 |
|