BWS
Buck Wealth Strategies’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,034
| Closed | -$1.1M | – | 160 |
|
|
2025
Q1 | $1.1M | Buy |
10,034
+4,682
| +87% | +$515K | 0.2% | 62 |
|
|
2024
Q4 | $675K | Buy |
5,352
+2,378
| +80% | +$300K | 0.14% | 61 |
|
|
2024
Q3 | $406K | Sell |
2,974
-1,496
| -33% | -$204K | 0.13% | 62 |
|
|
2024
Q2 | $612K | Sell |
4,470
-39,554
| -90% | -$5.41M | 0.18% | 57 |
|
|
2024
Q1 | $6.54M | Buy |
44,024
+40,592
| +1,183% | +$6.03M | 2.25% | 17 |
|
|
2023
Q4 | $540K | Buy |
3,432
+129
| +4% | +$20.3K | 0.2% | 52 |
|
|
2023
Q3 | $515K | Buy |
3,303
+2,947
| +828% | +$459K | 0.21% | 56 |
|
|
2023
Q2 | $63.8K | Buy |
+356
| New | +$63.8K | 0.03% | 68 |
|