Carolina Wealth Advisors’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 | $5.05K | Hold |
50
| – | – | ﹤0.01% | 185 |
|
|
2025
Q1 | $5.5K | Hold |
50
| – | – | ﹤0.01% | 188 |
|
|
2024
Q4 | $6.31K | Hold |
50
| – | – | ﹤0.01% | 175 |
|
|
2024
Q3 | $6.82K | Hold |
50
| – | – | ﹤0.01% | 199 |
|
|
2024
Q2 | $6.84K | Hold |
50
| – | – | ﹤0.01% | 153 |
|
|
2024
Q1 | $7.43K | Hold |
50
| – | – | ﹤0.01% | 155 |
|
|
2023
Q4 | $7.86K | Hold |
50
| – | – | ﹤0.01% | 166 |
|
|
2023
Q3 | $7.79K | Sell |
50
-108
| -68% | -$16.8K | ﹤0.01% | 174 |
|
|
2023
Q2 | $28.3K | Buy |
158
+108
| +216% | +$19.4K | 0.02% | 119 |
|
|
2023
Q1 | $9.7K | Hold |
50
| – | – | 0.01% | 152 |
|
|
2022
Q4 | $9K | Hold |
50
| – | – | 0.01% | 152 |
|
|
2022
Q3 | $8K | Hold |
50
| – | – | 0.01% | 154 |
|
|
2022
Q2 | $9K | Hold |
50
| – | – | 0.01% | 171 |
|
|
2022
Q1 | $11K | Hold |
50
| – | – | 0.01% | 176 |
|
|
2021
Q4 | $11K | Hold |
50
| – | – | 0.01% | 184 |
|
|
2021
Q3 | $9K | Sell |
50
-58
| -54% | -$10.4K | 0.01% | 186 |
|
|
2021
Q2 | $22K | Hold |
108
| – | – | 0.01% | 163 |
|
|
2021
Q1 | $18K | Hold |
108
| – | – | 0.01% | 177 |
|
|
2020
Q4 | $18K | Buy |
108
+58
| +116% | +$9.67K | 0.01% | 123 |
|
|
2020
Q3 | $8K | Hold |
50
| – | – | 0.01% | 151 |
|
|
2020
Q2 | $6K | Hold |
50
| – | – | 0.01% | 135 |
|
|
2020
Q1 | $5K | Hold |
50
| – | – | 0.01% | 134 |
|
|
2019
Q4 | $6K | Buy |
+50
| New | +$6K | 0.01% | 146 |
|