Avion 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 | $11K | Sell |
113
-338
| -75% | -$32.9K | ﹤0.01% | 452 |
|
|
2025
Q1 | $56K | Hold |
451
| – | – | 0.01% | 184 |
|
|
2024
Q4 | $56K | Buy |
451
+415
| +1,153% | +$51.5K | 0.01% | 184 |
|
|
2024
Q3 | $4K | Buy |
36
+12
| +50% | +$1.33K | ﹤0.01% | 583 |
|
|
2024
Q2 | $3K | Sell |
24
-163
| -87% | -$20.4K | ﹤0.01% | 581 |
|
|
2024
Q1 | $28K | Buy |
187
+119
| +175% | +$17.8K | 0.01% | 198 |
|
|
2023
Q4 | $11K | Buy |
68
+24
| +55% | +$3.88K | ﹤0.01% | 271 |
|
|
2023
Q3 | $5K | Buy |
44
+20
| +83% | +$2.27K | ﹤0.01% | 373 |
|
|
2023
Q2 | $4K | Buy |
24
+17
| +243% | +$2.83K | ﹤0.01% | 399 |
|
|
2023
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 490 |
|
|
2022
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 445 |
|
|
2022
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 491 |
|
|
2022
Q2 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 493 |
|
|
2021
Q1 | – | Sell |
-98
| Closed | -$17K | – | 388 |
|
|
2020
Q4 | $17K | Hold |
98
| – | – | 0.01% | 191 |
|
|
2020
Q3 | $16K | Buy |
98
+1
| +1% | +$163 | 0.01% | 155 |
|
|
2020
Q2 | $11K | Hold |
97
| – | – | ﹤0.01% | 159 |
|
|
2020
Q1 | $9K | Buy |
+97
| New | +$9K | ﹤0.01% | 163 |
|