DWM
Diversify Wealth Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $422K | Buy |
4,830
+499
| +12% | +$43.6K | 0.03% | 398 |
|
|
2025
Q1 | $419K | Sell |
4,331
-721
| -14% | -$69.8K | 0.03% | 386 |
|
|
2024
Q4 | $623K | Sell |
5,052
-10,090
| -67% | -$1.24M | 0.05% | 310 |
|
|
2024
Q3 | $1.99M | Buy |
15,142
+1,743
| +13% | +$229K | 0.19% | 138 |
|
|
2024
Q2 | $1.69M | Buy |
+13,399
| New | +$1.69M | 0.21% | 110 |
|