Carolinas Wealth Consulting’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 | – | Sell |
-310
| Closed | -$34.1K | – | 885 |
|
|
2025
Q1 | $34.1K | Sell |
310
-34
| -10% | -$3.74K | 0.01% | 393 |
|
|
2024
Q4 | $43.3K | Sell |
344
-12
| -3% | -$1.51K | 0.01% | 385 |
|
|
2024
Q3 | $48.5K | Sell |
356
-5
| -1% | -$681 | 0.01% | 370 |
|
|
2024
Q2 | $49.4K | Sell |
361
-10
| -3% | -$1.37K | 0.01% | 369 |
|
|
2024
Q1 | $55.2K | Buy |
371
+9
| +2% | +$1.34K | 0.01% | 357 |
|
|
2023
Q4 | $57K | Sell |
362
-10
| -3% | -$1.57K | 0.01% | 318 |
|
|
2023
Q3 | $52.5K | Sell |
372
-35
| -9% | -$4.94K | 0.01% | 308 |
|
|
2023
Q2 | $72.9K | Sell |
407
-162
| -28% | -$29K | 0.01% | 300 |
|
|
2023
Q1 | $110K | Buy |
569
+109
| +24% | +$21.2K | 0.02% | 256 |
|
|
2022
Q4 | $79.9K | Buy |
460
+80
| +21% | +$13.9K | 0.02% | 294 |
|
|
2022
Q3 | $61K | Sell |
380
-175
| -32% | -$28.1K | 0.02% | 303 |
|
|
2022
Q2 | $101K | Buy |
555
+5
| +0.9% | +$910 | 0.03% | 245 |
|
|
2022
Q1 | $118K | Sell |
550
-17
| -3% | -$3.65K | 0.03% | 236 |
|
|
2021
Q4 | $122K | Sell |
567
-44
| -7% | -$9.47K | 0.03% | 239 |
|
|
2021
Q3 | $111K | Sell |
611
-436
| -42% | -$79.2K | 0.03% | 230 |
|
|
2021
Q2 | $218K | Buy |
1,047
+585
| +127% | +$122K | 0.05% | 158 |
|
|
2021
Q1 | $78K | Buy |
462
+76
| +20% | +$12.8K | 0.02% | 291 |
|
|
2020
Q4 | $65K | Buy |
386
+215
| +126% | +$36.2K | 0.02% | 297 |
|
|
2020
Q3 | $29K | Buy |
171
+86
| +101% | +$14.6K | 0.01% | 354 |
|
|
2020
Q2 | $9K | Buy |
+85
| New | +$9K | ﹤0.01% | 358 |
|