IAG 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 | $116K | Buy |
1,148
+8
| +0.7% | +$808 | 0.02% | 137 |
|
|
2025
Q1 | $125K | Buy |
1,140
+500
| +78% | +$55K | 0.02% | 126 |
|
|
2024
Q4 | $80.7K | Hold |
640
| – | – | 0.01% | 155 |
|
|
2024
Q3 | $87.3K | Hold |
640
| – | – | 0.02% | 143 |
|
|
2024
Q2 | $87.6K | Sell |
640
-234
| -27% | -$32K | 0.02% | 128 |
|
|
2024
Q1 | $130K | Buy |
874
+234
| +37% | +$34.8K | 0.03% | 107 |
|
|
2023
Q4 | $101K | Hold |
640
| – | – | 0.02% | 108 |
|
|
2023
Q3 | $99.8K | Hold |
640
| – | – | 0.03% | 105 |
|
|
2023
Q2 | $115K | Hold |
640
| – | – | 0.03% | 108 |
|
|
2023
Q1 | $124K | Hold |
640
| – | – | 0.03% | 93 |
|
|
2022
Q4 | $111K | Sell |
640
-15
| -2% | -$2.61K | 0.03% | 93 |
|
|
2022
Q3 | $106K | Sell |
655
-5
| -0.8% | -$809 | 0.04% | 86 |
|
|
2022
Q2 | $120K | Sell |
660
-5
| -0.8% | -$909 | 0.04% | 81 |
|
|
2022
Q1 | $143K | Buy |
665
+25
| +4% | +$5.38K | 0.05% | 77 |
|
|
2021
Q4 | $137K | Hold |
640
| – | – | 0.04% | 71 |
|
|
2021
Q3 | $117K | Hold |
640
| – | – | 0.04% | 73 |
|
|
2021
Q2 | $134K | Sell |
640
-27
| -4% | -$5.65K | 0.05% | 64 |
|
|
2021
Q1 | $114K | Hold |
667
| – | – | 0.04% | 69 |
|
|
2020
Q4 | $113K | Hold |
667
| – | – | 0.05% | 71 |
|
|
2020
Q3 | $112K | Hold |
667
| – | – | 0.05% | 68 |
|
|
2020
Q2 | $75K | Hold |
667
| – | – | 0.04% | 82 |
|
|
2020
Q1 | $63K | Hold |
667
| – | – | 0.04% | 84 |
|
|
2019
Q4 | $79K | Buy |
+667
| New | +$79K | 0.05% | 81 |
|