FSA 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 | $28.8K | Buy |
285
+23
| +9% | +$2.32K | 0.01% | 202 |
|
|
2025
Q1 | $28.8K | Hold |
262
| – | – | 0.01% | 189 |
|
|
2024
Q4 | $33K | Hold |
262
| – | – | 0.01% | 187 |
|
|
2024
Q3 | $35.7K | Buy |
+262
| New | +$35.7K | 0.01% | 188 |
|
|
2024
Q1 | $52.8K | Hold |
355
| – | – | 0.02% | 145 |
|
|
2023
Q4 | $56K | Buy |
+355
| New | +$56K | 0.03% | 133 |
|
|
2021
Q1 | – | Sell |
-335
| Closed | -$56K | – | 222 |
|
|
2020
Q4 | $56K | Buy |
+335
| New | +$56K | 0.03% | 120 |
|
|
2020
Q3 | – | Sell |
-335
| Closed | -$37K | – | 336 |
|
|
2020
Q2 | $37K | Hold |
335
| – | – | 0.03% | 145 |
|
|
2020
Q1 | $31K | Hold |
335
| – | – | 0.03% | 137 |
|
|
2019
Q4 | $39K | Buy |
+335
| New | +$39K | 0.03% | 155 |
|