Balboa Wealth Partners’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $779K | Buy |
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|
2025
Q1 | $767K | Sell |
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|
2024
Q4 | $901K | Buy |
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|
2024
Q3 | $945K | Buy |
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|
2024
Q2 | $211K | Buy |
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|
2024
Q1 | $228K | Buy |
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|
2023
Q4 | $234K | Sell |
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|
2023
Q3 | $337K | Sell |
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|
2023
Q2 | $398K | Sell |
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|
2023
Q1 | $440K | Sell |
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|
2022
Q4 | $397K | Sell |
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|
2022
Q3 | $379K | Buy |
|