Gen-Wealth Partners’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
$21.9K Buy
217
+14
+7% +$1.41K 0.01% 407
2025
Q1
$22.3K Sell
203
-25
-11% -$2.75K 0.01% 397
2024
Q4
$28.8K Sell
228
-5
-2% -$631 0.01% 404
2024
Q3
$31.2K Buy
233
+17
+8% +$2.28K 0.01% 416
2024
Q2
$29.6K Sell
216
-100
-32% -$13.7K 0.01% 413
2024
Q1
$47K Buy
+316
New +$47K 0.02% 376