Forza 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 | $471K | Buy |
+4,670
| New | +$471K | 0.19% | 123 |
|
|
2025
Q1 | – | Sell |
-1,767
| Closed | -$223K | – | 183 |
|
|
2024
Q4 | $223K | Buy |
1,767
+17
| +1% | +$2.14K | 0.1% | 171 |
|
|
2024
Q3 | $239K | Hold |
1,750
| – | – | 0.11% | 165 |
|
|
2024
Q2 | $239K | Buy |
1,750
+67
| +4% | +$9.17K | 0.12% | 157 |
|
|
2024
Q1 | $250K | Hold |
1,683
| – | – | 0.13% | 154 |
|
|
2023
Q4 | $265K | Sell |
1,683
-374
| -18% | -$58.8K | 0.15% | 144 |
|
|
2023
Q3 | $321K | Hold |
2,057
| – | – | 0.17% | 147 |
|
|
2023
Q2 | $369K | Hold |
2,057
| – | – | 0.19% | 137 |
|
|
2023
Q1 | $399K | Buy |
2,057
+374
| +22% | +$72.6K | 0.21% | 135 |
|
|
2022
Q4 | $293K | Buy |
+1,683
| New | +$293K | 0.19% | 117 |
|