BWP
Balboa Wealth Partners’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $779K | Buy |
7,713
+737
| +11% | +$74.4K | 0.16% | 112 |
|
|
2025
Q1 | $767K | Sell |
6,976
-169
| -2% | -$18.6K | 0.19% | 96 |
|
|
2024
Q4 | $901K | Buy |
7,145
+214
| +3% | +$27K | 0.21% | 87 |
|
|
2024
Q3 | $945K | Buy |
6,931
+5,390
| +350% | +$735K | 0.24% | 82 |
|
|
2024
Q2 | $211K | Buy |
1,541
+6
| +0.4% | +$821 | 0.06% | 250 |
|
|
2024
Q1 | $228K | Buy |
1,535
+48
| +3% | +$7.13K | 0.07% | 202 |
|
|
2023
Q4 | $234K | Sell |
1,487
-674
| -31% | -$106K | 0.08% | 194 |
|
|
2023
Q3 | $337K | Sell |
2,161
-57
| -3% | -$8.88K | 0.13% | 137 |
|
|
2023
Q2 | $398K | Sell |
2,218
-50
| -2% | -$8.96K | 0.14% | 132 |
|
|
2023
Q1 | $440K | Sell |
2,268
-19
| -0.8% | -$3.69K | 0.17% | 122 |
|
|
2022
Q4 | $397K | Sell |
2,287
-61
| -3% | -$10.6K | 0.18% | 124 |
|
|
2022
Q3 | $379K | Buy |
+2,348
| New | +$379K | 0.17% | 111 |
|