Cyndeo Wealth Partners’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 | $1.91M | Sell |
18,930
-49,882
| -72% | -$5.04M | 0.11% | 164 |
|
|
2025
Q1 | $7.57M | Sell |
68,812
-278
| -0.4% | -$30.6K | 0.5% | 61 |
|
|
2024
Q4 | $8.71M | Buy |
69,090
+3,959
| +6% | +$499K | 0.59% | 48 |
|
|
2024
Q3 | $8.88M | Buy |
65,131
+33,509
| +106% | +$4.57M | 0.62% | 44 |
|
|
2024
Q2 | $4.33M | Buy |
31,622
+3,874
| +14% | +$530K | 0.34% | 87 |
|
|
2024
Q1 | $4.12M | Buy |
27,748
+6,371
| +30% | +$947K | 0.34% | 91 |
|
|
2023
Q4 | $3.36M | Buy |
21,377
+32
| +0.1% | +$5.03K | 0.31% | 96 |
|
|
2023
Q3 | $3.33M | Sell |
21,345
-2,305
| -10% | -$359K | 0.35% | 95 |
|
|
2023
Q2 | $4.24M | Sell |
23,650
-3,878
| -14% | -$695K | 0.44% | 67 |
|
|
2023
Q1 | $5.34M | Sell |
27,528
-487
| -2% | -$94.5K | 0.58% | 49 |
|
|
2022
Q4 | $4.87M | Buy |
+28,015
| New | +$4.87M | 0.57% | 59 |
|