Accurate 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 | $351K | Buy |
3,407
+164
| +5% | +$16.9K | 0.05% | 330 |
|
|
2025
Q1 | $315K | Sell |
3,243
-745
| -19% | -$72.3K | 0.06% | 271 |
|
|
2024
Q4 | $492K | Buy |
3,988
+727
| +22% | +$89.6K | 0.09% | 199 |
|
|
2024
Q3 | $436K | Sell |
3,261
-3
| -0.1% | -$401 | 0.09% | 222 |
|
|
2024
Q2 | $470K | Buy |
3,264
+148
| +5% | +$21.3K | 0.11% | 173 |
|
|
2024
Q1 | $445K | Sell |
3,116
-244
| -7% | -$34.8K | 0.13% | 159 |
|
|
2023
Q4 | $535K | Sell |
3,360
-81
| -2% | -$12.9K | 0.17% | 127 |
|
|
2023
Q3 | $541K | Buy |
3,441
+633
| +23% | +$99.5K | 0.17% | 129 |
|
|
2023
Q2 | $520K | Buy |
2,808
+170
| +6% | +$31.5K | 0.16% | 132 |
|
|
2023
Q1 | $502K | Buy |
2,638
+224
| +9% | +$42.6K | 0.17% | 134 |
|
|
2022
Q4 | $432K | Buy |
2,414
+923
| +62% | +$165K | 0.16% | 116 |
|
|
2022
Q3 | $244K | Sell |
1,491
-652
| -30% | -$107K | 0.1% | 158 |
|
|
2022
Q2 | $392K | Sell |
2,143
-178
| -8% | -$32.6K | 0.21% | 95 |
|
|
2022
Q1 | $498K | Buy |
2,321
+122
| +6% | +$26.2K | 0.22% | 89 |
|
|
2021
Q4 | $470K | Buy |
2,199
+121
| +6% | +$25.9K | 0.38% | 70 |
|
|
2021
Q3 | $379K | Sell |
2,078
-51
| -2% | -$9.3K | 0.33% | 82 |
|
|
2021
Q2 | $443K | Buy |
+2,129
| New | +$443K | 0.39% | 66 |
|