Brady Family 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 | $466K | Sell |
4,618
-16,844
| -78% | -$1.7M | 0.14% | 87 |
|
|
2025
Q1 | $2.36M | Sell |
21,462
-1,543
| -7% | -$170K | 0.76% | 41 |
|
|
2024
Q4 | $2.9M | Sell |
23,005
-3,150
| -12% | -$397K | 0.89% | 40 |
|
|
2024
Q3 | $3.57M | Sell |
26,155
-1,328
| -5% | -$181K | 1.07% | 37 |
|
|
2024
Q2 | $3.76M | Buy |
27,483
+46
| +0.2% | +$6.3K | 1.21% | 33 |
|
|
2024
Q1 | $4.08M | Buy |
27,437
+2,433
| +10% | +$362K | 1.32% | 28 |
|
|
2023
Q4 | $3.93M | Buy |
25,004
+796
| +3% | +$125K | 1.35% | 28 |
|
|
2023
Q3 | $3.77M | Buy |
24,208
+366
| +2% | +$57K | 1.46% | 23 |
|
|
2023
Q2 | $4.27M | Buy |
23,842
+36
| +0.2% | +$6.45K | 1.59% | 20 |
|
|
2023
Q1 | $4.62M | Sell |
23,806
-70
| -0.3% | -$13.6K | 1.82% | 15 |
|
|
2022
Q4 | $4.15M | Buy |
+23,876
| New | +$4.15M | 1.71% | 19 |
|