Greenwich 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 | $442K | Buy |
4,380
+264
| +6% | +$26.6K | 0.02% | 188 |
|
|
2025
Q1 | $453K | Sell |
4,116
-529
| -11% | -$58.2K | 0.03% | 169 |
|
|
2024
Q4 | $586K | Buy |
4,645
+421
| +10% | +$53.1K | 0.04% | 154 |
|
|
2024
Q3 | $576K | Sell |
4,224
-33
| -0.8% | -$4.5K | 0.04% | 158 |
|
|
2024
Q2 | $583K | Sell |
4,257
-28
| -0.7% | -$3.84K | 0.04% | 149 |
|
|
2024
Q1 | $637K | Buy |
4,285
+86
| +2% | +$12.8K | 0.05% | 148 |
|
|
2023
Q4 | $660K | Buy |
4,199
+36
| +0.9% | +$5.66K | 0.07% | 142 |
|
|
2023
Q3 | $649K | Buy |
4,163
+49
| +1% | +$7.64K | 0.07% | 137 |
|
|
2023
Q2 | $737K | Sell |
4,114
-22
| -0.5% | -$3.94K | 0.08% | 129 |
|
|
2023
Q1 | $802K | Buy |
4,136
+17
| +0.4% | +$3.3K | 0.09% | 122 |
|
|
2022
Q4 | $716K | Buy |
4,119
+45
| +1% | +$7.82K | 0.08% | 128 |
|
|
2022
Q3 | $658K | Buy |
4,074
+403
| +11% | +$65.1K | 0.07% | 134 |
|
|
2022
Q2 | $670K | Buy |
3,671
+173
| +5% | +$31.6K | 0.09% | 139 |
|
|
2022
Q1 | $750K | Buy |
3,498
+36
| +1% | +$7.72K | 0.08% | 130 |
|
|
2021
Q4 | $742K | Buy |
3,462
+9
| +0.3% | +$1.93K | 0.06% | 133 |
|
|
2021
Q3 | $629K | Buy |
3,453
+352
| +11% | +$64.1K | 0.05% | 144 |
|
|
2021
Q2 | $645K | Buy |
+3,101
| New | +$645K | 0.06% | 133 |
|
|
2019
Q2 | – | Sell |
-1,857
| Closed | -$207K | – | 205 |
|
|
2019
Q1 | $207K | Buy |
+1,857
| New | +$207K | 0.04% | 178 |
|