Brown Miller 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 | $458K | Sell |
4,538
-149
| -3% | -$15K | 0.14% | 114 |
|
|
2025
Q1 | $516K | Sell |
4,687
-6,401
| -58% | -$704K | 0.18% | 100 |
|
|
2024
Q4 | $1.4M | Buy |
11,088
+172
| +2% | +$21.7K | 0.54% | 51 |
|
|
2024
Q3 | $1.49M | Buy |
10,916
+757
| +7% | +$103K | 0.58% | 48 |
|
|
2024
Q2 | $1.39M | Buy |
10,159
+762
| +8% | +$104K | 0.58% | 48 |
|
|
2024
Q1 | $1.4M | Buy |
9,397
+899
| +11% | +$134K | 0.62% | 48 |
|
|
2023
Q4 | $1.34M | Buy |
8,498
+90
| +1% | +$14.2K | 0.67% | 42 |
|
|
2023
Q3 | $1.31M | Buy |
8,408
+500
| +6% | +$77.9K | 0.73% | 43 |
|
|
2023
Q2 | $1.42M | Buy |
7,908
+175
| +2% | +$31.4K | 0.77% | 40 |
|
|
2023
Q1 | $1.5M | Buy |
7,733
+254
| +3% | +$49.3K | 0.89% | 39 |
|
|
2022
Q4 | $1.3M | Buy |
7,479
+312
| +4% | +$54.2K | 0.82% | 41 |
|
|
2022
Q3 | $1.16M | Buy |
7,167
+665
| +10% | +$107K | 0.82% | 39 |
|
|
2022
Q2 | $1.19M | Buy |
6,502
+240
| +4% | +$43.8K | 0.81% | 38 |
|
|
2022
Q1 | $1.34M | Buy |
6,262
+227
| +4% | +$48.7K | 0.78% | 39 |
|
|
2021
Q4 | $1.29M | Buy |
6,035
+337
| +6% | +$72.2K | 0.74% | 39 |
|
|
2021
Q3 | $1.04M | Buy |
5,698
+302
| +6% | +$55K | 0.65% | 46 |
|
|
2021
Q2 | $1.12M | Sell |
5,396
-73
| -1% | -$15.2K | 0.72% | 42 |
|
|
2021
Q1 | $930K | Buy |
5,469
+267
| +5% | +$45.4K | 0.66% | 45 |
|
|
2020
Q4 | $876K | Buy |
+5,202
| New | +$876K | 0.66% | 44 |
|