Angeles 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 | $270K | Sell |
2,670
-1,031
| -28% | -$104K | 0.02% | 280 |
|
|
2025
Q1 | $407K | Sell |
3,701
-912
| -20% | -$100K | 0.03% | 161 |
|
|
2024
Q4 | $582K | Buy |
4,613
+1,829
| +66% | +$231K | 0.05% | 131 |
|
|
2024
Q3 | $380K | Sell |
2,784
-236
| -8% | -$32.2K | 0.03% | 163 |
|
|
2024
Q2 | $413K | Buy |
3,020
+832
| +38% | +$114K | 0.04% | 141 |
|
|
2024
Q1 | $325K | Buy |
+2,188
| New | +$325K | 0.03% | 163 |
|
|
2023
Q3 | – | Sell |
-1,196
| Closed | -$214K | – | 240 |
|
|
2023
Q2 | $214K | Sell |
1,196
-104
| -8% | -$18.6K | 0.03% | 171 |
|
|
2023
Q1 | $252K | Buy |
1,300
+9
| +0.7% | +$1.75K | 0.04% | 149 |
|
|
2022
Q4 | $224K | Sell |
1,291
-61
| -5% | -$10.6K | 0.04% | 158 |
|
|
2022
Q3 | $218K | Buy |
1,352
+26
| +2% | +$4.19K | 0.04% | 146 |
|
|
2022
Q2 | $242K | Sell |
1,326
-6
| -0.5% | -$1.1K | 0.05% | 146 |
|
|
2022
Q1 | $286K | Buy |
+1,332
| New | +$286K | 0.05% | 136 |
|