Abound Wealth Management’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 | $41.3K | Hold |
410
| – | – | 0.01% | 225 |
|
|
2025
Q1 | $45.1K | Buy |
410
+127
| +45% | +$14K | 0.02% | 201 |
|
|
2024
Q4 | $35.7K | Buy |
283
+41
| +17% | +$5.18K | 0.01% | 211 |
|
|
2024
Q3 | $33K | Buy |
242
+2
| +0.8% | +$273 | 0.01% | 225 |
|
|
2024
Q2 | $32.9K | Sell |
240
-9
| -4% | -$1.23K | 0.01% | 200 |
|
|
2024
Q1 | $37K | Sell |
249
-58
| -19% | -$8.63K | 0.01% | 177 |
|
|
2023
Q4 | $48.2K | Buy |
307
+78
| +34% | +$12.2K | 0.02% | 152 |
|
|
2023
Q3 | $35.7K | Buy |
229
+90
| +65% | +$14K | 0.02% | 162 |
|
|
2023
Q2 | $25K | Buy |
139
+38
| +38% | +$6.83K | 0.01% | 191 |
|
|
2023
Q1 | $19.6K | Buy |
101
+33
| +49% | +$6.42K | 0.01% | 208 |
|
|
2022
Q4 | $11.9K | Sell |
68
-54
| -44% | -$9.42K | 0.01% | 242 |
|
|
2022
Q3 | $19.7K | Buy |
+122
| New | +$19.7K | 0.01% | 191 |
|