Future Financial 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 | $684K | Hold |
6,775
| – | – | 0.47% | 42 |
|
|
2025
Q1 | $745K | Buy |
6,775
+1,675
| +33% | +$184K | 0.55% | 37 |
|
|
2024
Q4 | $643K | Buy |
5,100
+255
| +5% | +$32.2K | 0.47% | 44 |
|
|
2024
Q3 | $661K | Buy |
4,845
+3,100
| +178% | +$423K | 0.47% | 43 |
|
|
2024
Q2 | $239K | Buy |
1,745
+1,000
| +134% | +$137K | 0.21% | 98 |
|
|
2024
Q1 | $111K | Buy |
+745
| New | +$111K | 0.09% | 160 |
|
|
2022
Q2 | – | Sell |
-700
| Closed | -$150K | – | 477 |
|
|
2022
Q1 | $150K | Hold |
700
| – | – | 0.12% | 149 |
|
|
2021
Q4 | $149K | Buy |
+700
| New | +$149K | 0.12% | 150 |
|