FSB Premier 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 | $203K | Sell |
2,007
-260
| -11% | -$26.2K | 0.07% | 207 |
|
|
2025
Q1 | $249K | Buy |
2,267
+206
| +10% | +$22.7K | 0.1% | 187 |
|
|
2024
Q4 | $260K | Sell |
2,061
-233
| -10% | -$29.4K | 0.1% | 182 |
|
|
2024
Q3 | $313K | Buy |
2,294
+333
| +17% | +$45.4K | 0.13% | 161 |
|
|
2024
Q2 | $268K | Buy |
1,961
+65
| +3% | +$8.9K | 0.12% | 155 |
|
|
2024
Q1 | $282K | Sell |
1,896
-7
| -0.4% | -$1.04K | 0.13% | 142 |
|
|
2023
Q4 | $299K | Buy |
1,903
+82
| +5% | +$12.9K | 0.15% | 129 |
|
|
2023
Q3 | $284K | Buy |
1,821
+65
| +4% | +$10.1K | 0.16% | 120 |
|
|
2023
Q2 | $315K | Buy |
1,756
+301
| +21% | +$54K | 0.17% | 108 |
|
|
2023
Q1 | $282K | Buy |
+1,455
| New | +$282K | 0.16% | 113 |
|
|
2022
Q1 | – | Sell |
-405
| Closed | -$86K | – | 478 |
|
|
2021
Q4 | $86K | Buy |
+405
| New | +$86K | 0.04% | 192 |
|