OCTAVIA WEALTH ADVISORS, LLC – United Parcel Service, Inc. Transaction History
OCTAVIA WEALTH ADVISORS, LLC portfolio value:
$504,000
portfolio value
OCTAVIA WEALTH ADVISORS, LLC quarter portfolio value change:
-11.50%
quarter
United Parcel Service, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.68% | 21 shares | -63K | $161.54 | 3.11K |
| Q2 2022 | share | Increase | +0.19% | 6 shares | -96K | $182.54 | 3.09K |
| Q1 2022 | share | Increase | +4.00% | 119 shares | 26K | $214.46 | 3.09K |
| Q4 2021 | share | Decrease | -1.26% | -38 shares | 90K | $213.9 | 2.97K |
| Q3 2021 | share | Decrease | -0.73% | -22 shares | -84K | $181.21 | 3.01K |
| Q2 2021 | share | Increase | +8.13% | 228 shares | 154K | $205.87 | 3.03K |
| Q1 2021 | share | Decrease | -11.21% | -354 shares | -55K | $167.47 | 2.80K |
| Q4 2020 | share | Increase | 0.00% | 3.15K shares | 532K | $164.85 | 3.15K |