Dogwood 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 | $5.32K | Buy |
52
+6
| +13% | +$614 | ﹤0.01% | 422 |
|
|
2025
Q1 | $5.06K | Buy |
+46
| New | +$5.06K | ﹤0.01% | 242 |
|
|
2024
Q4 | – | Hold |
0
| – | -$13 | – | 627 |
|
|
2024
Q3 | – | Hold |
0
| – | -$13 | – | 236 |
|
|
2024
Q2 | – | Hold |
0
| – | -$13 | – | 278 |
|
|
2024
Q1 | – | Hold |
0
| – | -$21 | – | 271 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 242 |
|