Congress 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 | $6.12M | Buy |
60,614
+27,855
| +85% | +$2.81M | 0.06% | 347 |
|
|
2025
Q1 | $3.65M | Buy |
32,759
+22,161
| +209% | +$2.47M | 0.04% | 374 |
|
|
2024
Q4 | $1.34M | Sell |
10,598
-60,690
| -85% | -$7.65M | 0.02% | 473 |
|
|
2024
Q3 | $9.72M | Buy |
71,288
+1,385
| +2% | +$189K | 0.13% | 217 |
|
|
2024
Q2 | $9.57M | Sell |
69,903
-2,923
| -4% | -$400K | 0.15% | 179 |
|
|
2024
Q1 | $10.8M | Buy |
72,826
+18,660
| +34% | +$2.77M | 0.19% | 163 |
|
|
2023
Q4 | $8.52M | Sell |
54,166
-12,176
| -18% | -$1.91M | 0.16% | 174 |
|
|
2023
Q3 | $10.3M | Buy |
66,342
+2,330
| +4% | +$363K | 0.21% | 139 |
|
|
2023
Q2 | $11.5M | Buy |
64,012
+1,346
| +2% | +$241K | 0.27% | 115 |
|
|
2023
Q1 | $12.2M | Buy |
62,666
+3,446
| +6% | +$668K | 0.29% | 98 |
|
|
2022
Q4 | $10.3M | Buy |
59,220
+955
| +2% | +$166K | 0.26% | 119 |
|
|
2022
Q3 | $9.41M | Buy |
58,265
+2,362
| +4% | +$382K | 0.25% | 117 |
|
|
2022
Q2 | $10.2M | Buy |
55,903
+66
| +0.1% | +$12K | 0.26% | 110 |
|
|
2022
Q1 | $12M | Buy |
55,837
+1,350
| +2% | +$290K | 0.26% | 99 |
|
|
2021
Q4 | $11.7M | Buy |
+54,487
| New | +$11.7M | 0.23% | 121 |
|