Barlow Wealth Partners’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 | $264K | Buy |
+2,505
| New | +$264K | 0.03% | 116 |
|
|
2024
Q4 | – | Sell |
-1,638
| Closed | -$215K | – | 154 |
|
|
2024
Q3 | $215K | Hold |
1,638
| – | – | 0.03% | 145 |
|
|
2024
Q2 | $211K | Hold |
1,638
| – | – | 0.03% | 147 |
|
|
2024
Q1 | $237K | Hold |
1,638
| – | – | 0.03% | 134 |
|
|
2023
Q4 | $258K | Buy |
+1,638
| New | +$258K | 0.04% | 125 |
|