FullCircle Wealth’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 | $7.84M | Buy |
92,182
+3,259
| +4% | +$277K | 2.92% | 2 |
|
|
2025
Q1 | $8.63M | Sell |
88,923
-10,549
| -11% | -$1.02M | 3.55% | 1 |
|
|
2024
Q4 | $11.5M | Sell |
99,472
-2,805
| -3% | -$324K | 4.71% | 1 |
|
|
2024
Q3 | $13.8M | Sell |
102,277
-7,013
| -6% | -$949K | 6.21% | 1 |
|
|
2024
Q2 | $14M | Buy |
+109,290
| New | +$14M | 6.89% | 1 |
|