Destination 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 | $688K | Buy |
+6,816
| New | +$688K | 0.02% | 149 |
|
|
2019
Q3 | – | Sell |
-141
| Closed | -$15K | – | 482 |
|
|
2019
Q2 | $15K | Sell |
141
-266
| -65% | -$28.3K | ﹤0.01% | 411 |
|
|
2019
Q1 | $45K | Buy |
+407
| New | +$45K | ﹤0.01% | 276 |
|
|
2018
Q4 | – | Sell |
-70
| Closed | -$8K | – | 699 |
|
|
2018
Q3 | $8K | Buy |
+70
| New | +$8K | ﹤0.01% | 479 |
|
|
2015
Q3 | – | Sell |
-2,435
| Closed | -$236K | – | 217 |
|
|
2015
Q2 | $236K | Buy |
+2,435
| New | +$236K | 0.02% | 219 |
|