Beverly Hills Private 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 | $225K | Sell |
2,227
-9,349
| -81% | -$943K | 0.04% | 310 |
|
|
2025
Q1 | $1.27M | Buy |
11,576
+138
| +1% | +$15.2K | 0.25% | 105 |
|
|
2024
Q4 | $1.44M | Sell |
11,438
-991
| -8% | -$125K | 0.29% | 94 |
|
|
2024
Q3 | $1.69M | Sell |
12,429
-3,070
| -20% | -$419K | 0.34% | 84 |
|
|
2024
Q2 | $2.12M | Sell |
15,499
-747
| -5% | -$102K | 0.46% | 57 |
|
|
2024
Q1 | $2.41M | Sell |
16,246
-904
| -5% | -$134K | 0.56% | 50 |
|
|
2023
Q4 | $2.7M | Sell |
17,150
-1,014
| -6% | -$159K | 0.7% | 31 |
|
|
2023
Q3 | $2.83M | Sell |
18,164
-18,876
| -51% | -$2.94M | 0.84% | 27 |
|
|
2023
Q2 | $6.7M | Buy |
37,040
+18,627
| +101% | +$3.37M | 1.1% | 18 |
|
|
2023
Q1 | $3.57M | Buy |
18,413
+2,693
| +17% | +$522K | 1.11% | 17 |
|
|
2022
Q4 | $2.73M | Buy |
+15,720
| New | +$2.73M | 1.19% | 17 |
|