Iron Horse 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 | $7.07K | Hold |
70
| – | – | ﹤0.01% | 331 |
|
|
2025
Q1 | $7.7K | Buy |
70
+10
| +17% | +$1.1K | ﹤0.01% | 304 |
|
|
2024
Q4 | $7.57K | Buy |
60
+9
| +18% | +$1.14K | ﹤0.01% | 268 |
|
|
2024
Q3 | $6.95K | Buy |
51
+20
| +65% | +$2.73K | ﹤0.01% | 272 |
|
|
2024
Q2 | $4.24K | Hold |
31
| – | – | ﹤0.01% | 290 |
|
|
2024
Q1 | $4.61K | Buy |
31
+20
| +182% | +$2.97K | ﹤0.01% | 263 |
|
|
2023
Q4 | $1.73K | Hold |
11
| – | – | ﹤0.01% | 385 |
|
|
2023
Q3 | $1.72K | Hold |
11
| – | – | ﹤0.01% | 381 |
|
|
2023
Q2 | $1.97K | Hold |
11
| – | – | ﹤0.01% | 233 |
|
|
2023
Q1 | $2.13K | Buy |
+11
| New | +$2.13K | ﹤0.01% | 246 |
|
|
2022
Q3 | – | Sell |
-3
| Closed | -$1K | – | 280 |
|
|
2022
Q2 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 237 |
|