Fiduciary Alliance’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 | $340K | Buy |
3,372
+544
| +19% | +$54.9K | 0.03% | 372 |
|
|
2025
Q1 | $311K | Buy |
2,828
+248
| +10% | +$27.3K | 0.03% | 309 |
|
|
2024
Q4 | $325K | Buy |
+2,580
| New | +$325K | 0.03% | 280 |
|
|
2023
Q3 | – | Sell |
-401
| Closed | -$71.9K | – | 903 |
|
|
2023
Q2 | $71.9K | Buy |
+401
| New | +$71.9K | 0.02% | 260 |
|
|
2023
Q1 | – | Sell |
-282
| Closed | -$49K | – | 831 |
|
|
2022
Q4 | $49K | Buy |
+282
| New | +$49K | 0.01% | 227 |
|