Evexia Wealth’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 | $232K | Hold |
2,341
| – | – | 0.07% | 73 |
|
2025
Q1 | $233K | Sell |
2,341
-10
| -0.4% | -$997 | 0.08% | 71 |
|
2024
Q4 | $266K | Buy |
2,351
+228
| +11% | +$25.8K | 0.09% | 73 |
|
2024
Q3 | $279K | Hold |
2,123
| – | – | 0.1% | 62 |
|
2024
Q2 | $308K | Buy |
2,123
+25
| +1% | +$3.63K | 0.12% | 56 |
|
2024
Q1 | $304K | Hold |
2,098
| – | – | 0.13% | 52 |
|
2023
Q4 | $298K | Buy |
2,098
+225
| +12% | +$31.9K | 0.13% | 50 |
|
2023
Q3 | $275K | Buy |
+1,873
| New | +$275K | 0.14% | 46 |
|