Caliber Wealth Management, LLC
- SEC CIK
- 0001800453
- Latest filing
- Apr 25, 2024
UPS holding history
United Parcel Service Inc in every 13F filed by Caliber 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 Q1 2024 holdings
- Shares (Q1 2024)
- 13,925
- Value
- $2.07M
- % of portfolio
- 1.1%
- Quarters held
- 9
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 13,925 | $2.07M | 1.1% | +873+6.7% | Added | Holders |
| Q4 2023 | 13,052 | $2.05M | 1.2% | +691+5.6% | Added | Holders |
| Q3 2023 | 12,361 | $1.93M | 1.3% | +194+1.6% | Added | Holders |
| Q2 2023 | 12,167 | $2.18M | 1.5% | +1,278+11.7% | Added | Holders |
| Q1 2023 | 10,889 | $2.11M | 1.6% | +658+6.4% | Added | Holders |
| Q4 2022 | 10,231 | $1.78M | 1.4% | −80−0.8% | Reduced | Holders |
| Q3 2022 | 10,311 | $1.67M | 1.3% | +836+8.8% | Added | Holders |
| Q2 2022 | 9,475 | $1.73M | 1.3% | +965+11.3% | Added | Holders |
| Q1 2022 | 8,510 | $1.82M | 1.2% | +8,510 | New | Holders |