FWM
ForthRight 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 | $953K | Hold |
9,442
| – | – | 0.3% | 32 |
|
|
2025
Q1 | $1.04M | Sell |
9,442
-35
| -0.4% | -$3.85K | 0.35% | 30 |
|
|
2024
Q4 | $1.2M | Buy |
9,477
+8
| +0.1% | +$1.01K | 0.4% | 29 |
|
|
2024
Q3 | $1.29M | Sell |
9,469
-66
| -0.7% | -$9K | 0.43% | 28 |
|
|
2024
Q2 | $1.3M | Buy |
9,535
+1
| +0% | +$137 | 0.47% | 28 |
|
|
2024
Q1 | $1.42M | Sell |
9,534
-140
| -1% | -$20.8K | 0.51% | 28 |
|
|
2023
Q4 | $1.52M | Sell |
9,674
-11
| -0.1% | -$1.73K | 0.59% | 27 |
|
|
2023
Q3 | $1.51M | Buy |
9,685
+13
| +0.1% | +$2.03K | 0.65% | 26 |
|
|
2023
Q2 | $1.73M | Sell |
9,672
-245
| -2% | -$43.9K | 0.72% | 25 |
|
|
2023
Q1 | $1.92M | Buy |
9,917
+104
| +1% | +$20.2K | 0.88% | 22 |
|
|
2022
Q4 | $1.71M | Buy |
9,813
+159
| +2% | +$27.6K | 0.87% | 21 |
|
|
2022
Q3 | $1.56M | Hold |
9,654
| – | – | 0.92% | 19 |
|
|
2022
Q2 | $1.76M | Hold |
9,654
| – | – | 0.98% | 18 |
|
|
2022
Q1 | $2.07M | Sell |
9,654
-100
| -1% | -$21.4K | 1.07% | 18 |
|
|
2021
Q4 | $2.09M | Hold |
9,754
| – | – | 1.14% | 16 |
|
|
2021
Q3 | $1.78M | Buy |
9,754
+212
| +2% | +$38.6K | 1.08% | 15 |
|
|
2021
Q2 | $1.98M | Sell |
9,542
-292
| -3% | -$60.7K | 1.26% | 14 |
|
|
2021
Q1 | $1.67M | Buy |
+9,834
| New | +$1.67M | 1.13% | 14 |
|