1776 Wealth’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Sell |
2,753
-50
| -2% | -$5.05K | 0.11% | 125 |
|
|
2025
Q1 | $308K | Hold |
2,803
| – | – | 0.14% | 112 |
|
|
2024
Q4 | $353K | Buy |
+2,803
| New | +$353K | 0.16% | 104 |
|
|
2023
Q2 | – | Sell |
-1,088
| Closed | -$211K | – | 145 |
|
|
2023
Q1 | $211K | Buy |
+1,088
| New | +$211K | 0.13% | 113 |
|
|
2022
Q2 | – | Sell |
-1,080
| Closed | -$232K | – | 132 |
|
|
2022
Q1 | $232K | Hold |
1,080
| – | – | 0.13% | 112 |
|
|
2021
Q4 | $231K | Buy |
+1,080
| New | +$231K | 0.12% | 114 |
|
|
2021
Q3 | – | Sell |
-1,080
| Closed | -$225K | – | 121 |
|
|
2021
Q2 | $225K | Buy |
+1,080
| New | +$225K | 0.13% | 110 |
|
|
2020
Q3 | – | Sell |
-1,080
| Closed | -$120K | – | 294 |
|
|
2020
Q2 | $120K | Sell |
1,080
-1,080
| -50% | -$120K | 0.08% | 133 |
|
|
2020
Q1 | $226K | Buy |
2,160
+1,080
| +100% | +$113K | 0.1% | 130 |
|
|
2019
Q4 | $126K | Buy |
+1,080
| New | +$126K | 0.11% | 128 |
|