Aaron Wealth Advisors’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 | $306K | Buy |
3,028
+1,071
| +55% | +$108K | 0.03% | 354 |
|
|
2025
Q1 | $215K | Sell |
1,957
-581
| -23% | -$63.9K | 0.02% | 415 |
|
|
2024
Q4 | $320K | Buy |
2,538
+477
| +23% | +$60.2K | 0.04% | 304 |
|
|
2024
Q3 | $281K | Buy |
+2,061
| New | +$281K | 0.03% | 317 |
|
|
2022
Q2 | – | Sell |
-105,299
| Closed | -$491K | – | 812 |
|
|
2022
Q1 | $491K | Buy |
+105,299
| New | +$491K | 0.01% | 523 |
|