Daymark 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 | $1.61M | Sell |
15,951
-2,574
| -14% | -$260K | 0.06% | 203 |
|
|
2025
Q1 | $2.04M | Sell |
18,525
-3,269
| -15% | -$360K | 0.09% | 169 |
|
|
2024
Q4 | $2.75M | Sell |
21,794
-50,601
| -70% | -$6.38M | 0.12% | 142 |
|
|
2024
Q3 | $9.87M | Buy |
72,395
+6,383
| +10% | +$870K | 0.42% | 54 |
|
|
2024
Q2 | $9.03M | Buy |
66,012
+5,901
| +10% | +$808K | 0.41% | 52 |
|
|
2024
Q1 | $8.93M | Sell |
60,111
-252
| -0.4% | -$37.5K | 0.48% | 50 |
|
|
2023
Q4 | $9.49M | Sell |
60,363
-70,907
| -54% | -$11.1M | 0.58% | 41 |
|
|
2023
Q3 | $20.5M | Buy |
131,270
+11,838
| +10% | +$1.85M | 1.41% | 13 |
|
|
2023
Q2 | $21.4M | Buy |
119,432
+28,431
| +31% | +$5.1M | 1.59% | 10 |
|
|
2023
Q1 | $17.7M | Sell |
91,001
-772
| -0.8% | -$150K | 2.34% | 8 |
|
|
2022
Q4 | $16M | Buy |
+91,773
| New | +$16M | 2.82% | 6 |
|