KMWM
Keudell/Morrison Wealth Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $592K | Buy |
5,863
+921
| +19% | +$93K | 0.13% | 108 |
|
|
2025
Q1 | $544K | Buy |
4,942
+680
| +16% | +$74.8K | 0.13% | 103 |
|
|
2024
Q4 | $537K | Sell |
4,262
-414
| -9% | -$52.2K | 0.14% | 102 |
|
|
2024
Q3 | $638K | Sell |
4,676
-208
| -4% | -$28.4K | 0.17% | 95 |
|
|
2024
Q2 | $668K | Sell |
4,884
-962
| -16% | -$132K | 0.2% | 92 |
|
|
2024
Q1 | $869K | Buy |
5,846
+988
| +20% | +$147K | 0.26% | 73 |
|
|
2023
Q4 | $764K | Sell |
4,858
-1
| -0% | -$157 | 0.25% | 77 |
|
|
2023
Q3 | $757K | Sell |
4,859
-358
| -7% | -$55.8K | 0.23% | 72 |
|
|
2023
Q2 | $935K | Buy |
5,217
+30
| +0.6% | +$5.38K | 0.27% | 61 |
|
|
2023
Q1 | $1.01M | Buy |
5,187
+327
| +7% | +$63.4K | 0.3% | 56 |
|
|
2022
Q4 | $845K | Buy |
4,860
+71
| +1% | +$12.3K | 0.27% | 69 |
|
|
2022
Q3 | $774K | Buy |
4,789
+356
| +8% | +$57.5K | 0.29% | 67 |
|
|
2022
Q2 | $809K | Buy |
4,433
+711
| +19% | +$130K | 0.29% | 72 |
|
|
2022
Q1 | $798K | Sell |
3,722
-12
| -0.3% | -$2.57K | 0.33% | 74 |
|
|
2021
Q4 | $800K | Sell |
3,734
-185
| -5% | -$39.6K | 0.32% | 71 |
|
|
2021
Q3 | $714K | Sell |
3,919
-134
| -3% | -$24.4K | 0.31% | 79 |
|
|
2021
Q2 | $843K | Sell |
4,053
-283
| -7% | -$58.9K | 0.46% | 67 |
|
|
2021
Q1 | $737K | Sell |
4,336
-178
| -4% | -$30.3K | 0.43% | 70 |
|
|
2020
Q4 | $760K | Sell |
4,514
-1,605
| -26% | -$270K | 0.48% | 69 |
|
|
2020
Q3 | $1.02M | Sell |
6,119
-1,517
| -20% | -$253K | 0.66% | 43 |
|
|
2020
Q2 | $849K | Buy |
7,636
+1,020
| +15% | +$113K | 0.7% | 47 |
|
|
2020
Q1 | $618K | Buy |
6,616
+1,166
| +21% | +$109K | 0.6% | 61 |
|
|
2019
Q4 | $638K | Sell |
5,450
-880
| -14% | -$103K | 0.44% | 69 |
|
|
2019
Q3 | $758K | Buy |
6,330
+377
| +6% | +$45.1K | 0.63% | 59 |
|
|
2019
Q2 | $687K | Sell |
5,953
-173
| -3% | -$20K | 0.6% | 57 |
|
|
2019
Q1 | $685K | Buy |
+6,126
| New | +$685K | 0.6% | 55 |
|