Beaird Harris Wealth Management’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 | $65.1K | Buy |
645
+200
| +45% | +$20.2K | 0.01% | 223 |
|
|
2025
Q1 | $48.9K | Hold |
445
| – | – | ﹤0.01% | 224 |
|
|
2024
Q4 | $56.1K | Hold |
445
| – | – | ﹤0.01% | 216 |
|
|
2024
Q3 | $60.7K | Hold |
445
| – | – | 0.01% | 216 |
|
|
2024
Q2 | $61K | Sell |
445
-10
| -2% | -$1.37K | 0.01% | 204 |
|
|
2024
Q1 | $67.6K | Hold |
455
| – | – | 0.01% | 180 |
|
|
2023
Q4 | $71.5K | Buy |
455
+10
| +2% | +$1.57K | 0.01% | 166 |
|
|
2023
Q3 | $69.4K | Hold |
445
| – | – | 0.01% | 146 |
|
|
2023
Q2 | $79.8K | Hold |
445
| – | – | 0.01% | 142 |
|
|
2023
Q1 | $86.3K | Sell |
445
-53
| -11% | -$10.3K | 0.02% | 134 |
|
|
2022
Q4 | $86.6K | Buy |
498
+53
| +12% | +$9.21K | 0.02% | 142 |
|
|
2022
Q3 | $72K | Hold |
445
| – | – | 0.02% | 138 |
|
|
2022
Q2 | $81K | Hold |
445
| – | – | 0.02% | 109 |
|
|
2022
Q1 | $95K | Sell |
445
-1,800
| -80% | -$384K | 0.03% | 137 |
|
|
2021
Q4 | $481K | Buy |
+2,245
| New | +$481K | 0.18% | 66 |
|