Johnson & White 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 | $236K | Sell |
2,340
-184
| -7% | -$18.6K | 0.12% | 94 |
|
|
2025
Q1 | $278K | Buy |
2,524
+399
| +19% | +$43.9K | 0.16% | 84 |
|
|
2024
Q4 | $263K | Buy |
+2,125
| New | +$263K | 0.16% | 85 |
|
|
2024
Q2 | – | Sell |
-4,094
| Closed | -$608K | – | 83 |
|
|
2024
Q1 | $608K | Buy |
4,094
+1,089
| +36% | +$162K | 0.44% | 54 |
|
|
2023
Q4 | $472K | Buy |
+3,005
| New | +$472K | 0.39% | 54 |
|
|
2023
Q1 | – | Sell |
-122,695
| Closed | -$3.31M | – | 119 |
|
|
2022
Q4 | $3.31M | Buy |
+122,695
| New | +$3.31M | 3.33% | 9 |
|