Wealth Advisors, Inc.
- SEC CIK
- 0001806580
- Latest filing
- Oct 24, 2023
UPS holding history
United Parcel Service Inc in every 13F filed by Wealth Advisors, Inc., 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 Q3 2023 holdings
- Shares (Q3 2023)
- 1,760
- Value
- $274.3K
- % of portfolio
- 0.1%
- Quarters held
- 7
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 1,760 | $274.3K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 1,760 | $328.2K | 0.1% | −21−1.2% | Reduced | Holders |
| Q1 2023 | 1,781 | $342.7K | 0.2% | 00.0% | Unchanged | Holders |
| Q4 2022 | 1,781 | $309.5K | 0.2% | +1,781 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −1,080−100.0% | Sold out | Holders |
| Q1 2022 | 1,080 | $232.0K | 0.1% | −20−1.8% | Reduced | Holders |
| Q4 2021 | 1,100 | $236.0K | 0.1% | +1,100 | New | Holders |
| Q3 2021 | 0 | $0 | 0.0% | −1,100−100.0% | Sold out | Holders |
| Q2 2021 | 1,100 | $211.0K | 0.1% | +1,100 | New | Holders |