Conscious Wealth Investments’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
Q1 | – | Sell |
-2,516
| Closed | -$326K | – | 57 |
|
|
2024
Q4 | $326K | Sell |
2,516
-456
| -15% | -$59.2K | 0.22% | 44 |
|
|
2024
Q3 | $391K | Sell |
2,972
-350
| -11% | -$46K | 0.27% | 44 |
|
|
2024
Q2 | $424K | Sell |
3,322
-210
| -6% | -$26.8K | 0.3% | 44 |
|
|
2024
Q1 | $505K | Sell |
3,532
-235
| -6% | -$33.6K | 0.38% | 43 |
|
|
2023
Q4 | $602K | Buy |
+3,767
| New | +$602K | 0.48% | 42 |
|