Jeppson 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 | $290K | Sell |
2,873
-1,070
| -27% | -$108K | 0.1% | 170 |
|
|
2025
Q1 | $434K | Buy |
3,943
+1,175
| +42% | +$129K | 0.16% | 130 |
|
|
2024
Q4 | $349K | Sell |
2,768
-40
| -1% | -$5.04K | 0.13% | 141 |
|
|
2024
Q3 | $383K | Buy |
2,808
+195
| +7% | +$26.6K | 0.14% | 142 |
|
|
2024
Q2 | $358K | Sell |
2,613
-148
| -5% | -$20.3K | 0.14% | 142 |
|
|
2024
Q1 | $410K | Sell |
2,761
-229
| -8% | -$34K | 0.16% | 131 |
|
|
2023
Q4 | $470K | Sell |
2,990
-762
| -20% | -$120K | 0.19% | 116 |
|
|
2023
Q3 | $585K | Sell |
3,752
-629
| -14% | -$98K | 0.27% | 94 |
|
|
2023
Q2 | $785K | Buy |
4,381
+602
| +16% | +$108K | 0.34% | 77 |
|
|
2023
Q1 | $733K | Hold |
3,779
| – | – | 0.32% | 77 |
|
|
2022
Q4 | $657K | Sell |
3,779
-224
| -6% | -$38.9K | 0.28% | 83 |
|
|
2022
Q3 | $647K | Buy |
4,003
+103
| +3% | +$16.6K | 0.29% | 77 |
|
|
2022
Q2 | $712K | Buy |
3,900
+904
| +30% | +$165K | 0.31% | 75 |
|
|
2022
Q1 | $642K | Sell |
2,996
-91
| -3% | -$19.5K | 0.3% | 76 |
|
|
2021
Q4 | $662K | Hold |
3,087
| – | – | 0.32% | 71 |
|
|
2021
Q3 | $562K | Buy |
3,087
+110
| +4% | +$20K | 0.29% | 76 |
|
|
2021
Q2 | $619K | Sell |
2,977
-10
| -0.3% | -$2.08K | 0.34% | 72 |
|
|
2021
Q1 | $507K | Hold |
2,987
| – | – | 0.3% | 75 |
|
|
2020
Q4 | $503K | Sell |
2,987
-2
| -0.1% | -$337 | 0.33% | 73 |
|
|
2020
Q3 | $498K | Buy |
+2,989
| New | +$498K | 0.39% | 65 |
|