AllSquare Wealth Management’s United Parcel Service UPS Stock Holding History

AllSquare Wealth Management’s Portfolio UPS Stock Details UPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$10.5K	Hold	104	–	–	0.01%	376
2025 Q1	$11.4K	Hold	104	–	–	0.01%	364
2024 Q4	$13.1K	Hold	104	–	–	0.01%	353
2024 Q3	$14.2K	Hold	104	–	–	0.01%	346
2024 Q2	$14.2K	Hold	104	–	–	0.01%	340
2024 Q1	$15.5K	Hold	104	–	–	0.01%	336
2023 Q4	$16.4K	Hold	104	–	–	0.01%	318
2023 Q3	$16.2K	Hold	104	–	–	0.01%	317
2023 Q2	$17.7K	Hold	104	–	–	0.01%	313
2023 Q1	$20.2K	Hold	104	–	–	0.01%	300
2022 Q4	$18.1K	Hold	104	–	–	0.01%	300
2022 Q3	$17K	Hold	104	–	–	0.01%	295
2022 Q2	$19K	Hold	104	–	–	0.01%	294
2022 Q1	$22K	Buy	104 +4	+4%	+$846	0.01%	309
2021 Q4	$21K	Hold	100	–	–	0.01%	318
2021 Q3	$18K	Hold	100	–	–	0.01%	321
2021 Q2	$21K	Hold	100	–	–	0.01%	316
2021 Q1	$17K	Hold	100	–	–	0.01%	329
2020 Q4	$17K	Hold	100	–	–	0.01%	299
2020 Q3	$17K	Hold	100	–	–	0.01%	278
2020 Q2	$11K	Hold	100	–	–	0.01%	327
2020 Q1	$9K	Hold	100	–	–	0.01%	322
2019 Q4	$12K	Hold	100	–	–	0.01%	311
2019 Q3	$12K	Hold	100	–	–	0.01%	305
2019 Q2	$10K	Sell	100 -80	-44%	-$8K	0.01%	339
2019 Q1	$20K	Hold	180	–	–	0.02%	262
2018 Q4	$18K	Hold	180	–	–	0.01%	258
2018 Q3	$21K	Hold	180	–	–	0.02%	271
2018 Q2	$19K	Buy	180 +80	+80%	+$8.44K	0.01%	281
2018 Q1	$10K	Sell	100 -14	-12%	-$1.4K	0.01%	280
2017 Q4	$14K	Buy	114 +14	+14%	+$1.72K	0.01%	264
2017 Q3	$12K	Buy	+100	New	+$12K	0.01%	260
2017 Q2	–	Sell	-100	Closed	-$11K	–	353
2017 Q1	$11K	Hold	100	–	–	0.01%	258
2016 Q4	$11K	Hold	100	–	–	0.01%	227
2016 Q3	$11K	Hold	100	–	–	0.01%	212
2016 Q2	$11K	Hold	100	–	–	0.01%	207
2016 Q1	$11K	Hold	100	–	–	0.01%	208
2015 Q4	$10K	Hold	100	–	–	0.01%	212
2015 Q3	$10K	Hold	100	–	–	0.01%	221
2015 Q2	$10K	Hold	100	–	–	0.01%	226
2015 Q1	$10K	Hold	100	–	–	0.01%	233
2014 Q4	$11K	Buy	+100	New	+$11K	0.01%	223