Glass 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 | $1.78M | Sell |
17,665
-1,965
| -10% | -$198K | 0.95% | 36 |
|
2025
Q1 | $2.16M | Sell |
19,630
-2,170
| -10% | -$239K | 1.3% | 28 |
|
2024
Q4 | $2.75M | Sell |
21,800
-2,100
| -9% | -$265K | 1.49% | 24 |
|
2024
Q3 | $3.26M | Sell |
23,900
-265
| -1% | -$36.1K | 1.8% | 20 |
|
2024
Q2 | $3.31M | Buy |
24,165
+345
| +1% | +$47.2K | 1.93% | 17 |
|
2024
Q1 | $3.54M | Buy |
+23,820
| New | +$3.54M | 2.16% | 16 |
|