Journey Strategic Wealth’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 | $693K | Buy |
6,864
+967
| +16% | +$97.6K | 0.02% | 226 |
|
|
2025
Q1 | $649K | Buy |
5,897
+2,105
| +56% | +$232K | 0.02% | 191 |
|
|
2024
Q4 | $478K | Buy |
3,792
+1,236
| +48% | +$156K | 0.02% | 226 |
|
|
2024
Q3 | $348K | Buy |
+2,556
| New | +$348K | 0.01% | 297 |
|
|
2024
Q2 | – | Sell |
-1,515
| Closed | -$225K | – | 417 |
|
|
2024
Q1 | $225K | Buy |
1,515
+175
| +13% | +$26K | 0.01% | 251 |
|
|
2023
Q4 | $211K | Buy |
+1,340
| New | +$211K | 0.01% | 192 |
|
|
2023
Q2 | – | Sell |
-2,583
| Closed | -$501K | – | 268 |
|
|
2023
Q1 | $501K | Sell |
2,583
-134
| -5% | -$26K | 0.05% | 101 |
|
|
2022
Q4 | $472K | Buy |
2,717
+968
| +55% | +$168K | 0.06% | 101 |
|
|
2022
Q3 | $283K | Buy |
+1,749
| New | +$283K | 0.04% | 110 |
|
|
2022
Q2 | – | Sell |
-1,562
| Closed | -$335K | – | 213 |
|
|
2022
Q1 | $335K | Buy |
1,562
+279
| +22% | +$59.8K | 0.04% | 85 |
|
|
2021
Q4 | $275K | Buy |
+1,283
| New | +$275K | 0.03% | 133 |
|