HighMark 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 | $10K | Sell |
99
-5
| -5% | -$506 | ﹤0.01% | 310 |
|
|
2025
Q1 | $11.5K | Buy |
104
+28
| +37% | +$3.09K | 0.01% | 263 |
|
|
2024
Q4 | $9.62K | Buy |
76
+22
| +41% | +$2.79K | 0.01% | 294 |
|
|
2024
Q3 | $7.39K | Hold |
54
| – | – | ﹤0.01% | 343 |
|
|
2024
Q2 | $7.39K | Hold |
54
| – | – | ﹤0.01% | 333 |
|
|
2024
Q1 | $8.01K | Hold |
54
| – | – | 0.01% | 319 |
|
|
2023
Q4 | $8.45K | Sell |
54
-83
| -61% | -$13K | 0.01% | 289 |
|
|
2023
Q3 | $21.3K | Buy |
137
+84
| +158% | +$13.1K | 0.02% | 170 |
|
|
2023
Q2 | $9.57K | Hold |
53
| – | – | 0.01% | 263 |
|
|
2023
Q1 | $10.3K | Hold |
53
| – | – | 0.01% | 296 |
|
|
2022
Q4 | $9.21K | Buy |
53
+12
| +29% | +$2.09K | 0.01% | 270 |
|
|
2022
Q3 | $7K | Hold |
41
| – | – | 0.01% | 296 |
|
|
2022
Q2 | $7K | Hold |
41
| – | – | 0.01% | 309 |
|
|
2022
Q1 | $9K | Hold |
41
| – | – | 0.01% | 287 |
|
|
2021
Q4 | $9K | Hold |
41
| – | – | 0.01% | 282 |
|
|
2021
Q3 | $7K | Hold |
41
| – | – | 0.01% | 306 |
|
|
2021
Q2 | $8K | Buy |
41
+1
| +3% | +$195 | 0.01% | 294 |
|
|
2021
Q1 | $7K | Hold |
40
| – | – | 0.01% | 308 |
|
|
2020
Q4 | $7K | Buy |
40
+7
| +21% | +$1.23K | 0.01% | 291 |
|
|
2020
Q3 | $5K | Buy |
33
+1
| +3% | +$152 | ﹤0.01% | 329 |
|
|
2020
Q2 | $4K | Hold |
32
| – | – | ﹤0.01% | 344 |
|
|
2020
Q1 | $3K | Buy |
32
+1
| +3% | +$94 | ﹤0.01% | 285 |
|
|
2019
Q4 | $3K | Buy |
+31
| New | +$3K | ﹤0.01% | 332 |
|