Iams 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 | $4.21M | Buy |
41,737
+777
| +2% | +$78.4K | 1.93% | 5 |
|
|
2025
Q1 | $4.51M | Buy |
40,960
+2,413
| +6% | +$265K | 2.06% | 6 |
|
|
2024
Q4 | $4.86M | Sell |
38,547
-2,993
| -7% | -$377K | 2.22% | 5 |
|
|
2024
Q3 | $5.66M | Buy |
41,540
+885
| +2% | +$121K | 2.78% | 5 |
|
|
2024
Q2 | $5.56M | Buy |
40,655
+1,749
| +4% | +$239K | 3.05% | 5 |
|
|
2024
Q1 | $5.75M | Buy |
38,906
+1,615
| +4% | +$239K | 3.51% | 5 |
|
|
2023
Q4 | $5.86M | Sell |
37,291
-47
| -0.1% | -$7.39K | 3.79% | 4 |
|
|
2023
Q3 | $5.82M | Buy |
+37,338
| New | +$5.82M | 4.03% | 3 |
|
|
2023
Q2 | – | Sell |
-35,546
| Closed | -$6.79M | – | 125 |
|
|
2023
Q1 | $6.79M | Buy |
35,546
+2,052
| +6% | +$392K | 5.65% | 4 |
|
|
2022
Q4 | $5.82M | Buy |
+33,494
| New | +$5.82M | 5.93% | 3 |
|