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Livermore
Livermore
ZHEN

Affinity Wealth Management LLC

SEC CIK
0000810672
Latest filing
Jul 22, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by Affinity Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UPS overviewAll 13F holders of UPSFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q2 2021
Holdings of UPS by Affinity Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−6,046−100.0%Sold outHolders
Q3 20246,046$824.3K0.1%00.0%UnchangedHolders
Q2 20246,046$827.4K0.2%00.0%UnchangedHolders
Q1 20246,046$898.6K0.2%00.0%UnchangedHolders
Q4 20236,046$950.6K0.2%00.0%UnchangedHolders
Q3 20236,046$942.4K0.2%−1,074−15.1%ReducedHolders
Q2 20237,120$1.28M0.3%+167+2.4%AddedHolders
Q1 20236,953$1.35M0.3%−111−1.6%ReducedHolders
Q4 20227,064$1.23M0.3%−50−0.7%ReducedHolders
Q3 20227,114$1.15M0.3%+30+0.4%AddedHolders
Q2 20227,084$1.31M0.3%+678+10.6%AddedHolders
Q1 20226,406$1.22M0.2%+904+16.4%AddedHolders
Q4 20215,502$1.12M0.2%00.0%UnchangedHolders
Q3 20215,502$978.0K0.2%00.0%UnchangedHolders
Q2 20215,502$1.17M0.2%+5,502NewHolders