Atlantic Private Wealth’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 | – | Sell |
-26
| Closed | -$2.84K | – | 250 |
|
|
2025
Q1 | $2.84K | Buy |
26
+1
| +4% | +$109 | ﹤0.01% | 196 |
|
|
2024
Q4 | $3.21K | Hold |
25
| – | – | ﹤0.01% | 185 |
|
|
2024
Q3 | $3.42K | Hold |
25
| – | – | ﹤0.01% | 166 |
|
|
2024
Q2 | $3.39K | Hold |
25
| – | – | ﹤0.01% | 92 |
|
|
2024
Q1 | $3.64K | Buy |
25
+1
| +4% | +$146 | ﹤0.01% | 97 |
|
|
2023
Q4 | $3.81K | Hold |
24
| – | – | ﹤0.01% | 93 |
|
|
2023
Q3 | $3.74K | Hold |
24
| – | – | ﹤0.01% | 96 |
|
|
2023
Q2 | $4.26K | Hold |
24
| – | – | ﹤0.01% | 87 |
|
|
2023
Q1 | $4.57K | Buy |
+24
| New | +$4.57K | ﹤0.01% | 81 |
|