Jamison Private 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 | $18.7M | Buy |
185,216
+1,548
| +0.8% | +$156K | 2.68% | 5 |
|
|
2025
Q1 | $20.2M | Buy |
183,668
+3,174
| +2% | +$349K | 3.08% | 4 |
|
|
2024
Q4 | $22.8M | Buy |
180,494
+3,721
| +2% | +$469K | 3.36% | 4 |
|
|
2024
Q3 | $24.1M | Buy |
176,773
+2,243
| +1% | +$306K | 3.67% | 3 |
|
|
2024
Q2 | $23.9M | Buy |
174,530
+513
| +0.3% | +$70.2K | 3.97% | 3 |
|
|
2024
Q1 | $25.9M | Buy |
174,017
+1,186
| +0.7% | +$176K | 4.37% | 2 |
|
|
2023
Q4 | $27.2M | Sell |
172,831
-162
| -0.1% | -$25.5K | 5.09% | 1 |
|
|
2023
Q3 | $27M | Buy |
+172,993
| New | +$27M | 5.58% | 1 |
|