King Wealth Management Group’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 | $782K | Hold |
7,746
| – | – | 0.11% | 72 |
|
|
2025
Q1 | $852K | Buy |
7,746
+5,680
| +275% | +$625K | 0.13% | 66 |
|
|
2024
Q4 | $261K | Hold |
2,066
| – | – | 0.04% | 126 |
|
|
2024
Q3 | $282K | Sell |
2,066
-92
| -4% | -$12.6K | 0.04% | 118 |
|
|
2024
Q2 | $295K | Sell |
2,158
-191
| -8% | -$26.1K | 0.05% | 114 |
|
|
2024
Q1 | $349K | Sell |
2,349
-812
| -26% | -$121K | 0.06% | 103 |
|
|
2023
Q4 | $497K | Buy |
3,161
+318
| +11% | +$50K | 0.1% | 82 |
|
|
2023
Q3 | $443K | Sell |
2,843
-103
| -3% | -$16.1K | 0.09% | 86 |
|
|
2023
Q2 | $528K | Buy |
2,946
+85
| +3% | +$15.2K | 0.11% | 77 |
|
|
2023
Q1 | $555K | Buy |
2,861
+1
| +0% | +$194 | 0.12% | 75 |
|
|
2022
Q4 | $497K | Buy |
2,860
+1
| +0% | +$174 | 0.12% | 81 |
|
|
2022
Q3 | $462K | Hold |
2,859
| – | – | 0.12% | 84 |
|
|
2022
Q2 | $522K | Buy |
2,859
+1
| +0% | +$183 | 0.13% | 82 |
|
|
2022
Q1 | $613K | Sell |
2,858
-323
| -10% | -$69.3K | 0.12% | 82 |
|
|
2021
Q4 | $682K | Hold |
3,181
| – | – | 0.13% | 82 |
|
|
2021
Q3 | $579K | Hold |
3,181
| – | – | 0.12% | 90 |
|
|
2021
Q2 | $661K | Sell |
3,181
-275
| -8% | -$57.1K | 0.14% | 82 |
|
|
2021
Q1 | $587K | Buy |
3,456
+1
| +0% | +$170 | 0.13% | 81 |
|
|
2020
Q4 | $582K | Buy |
3,455
+151
| +5% | +$25.4K | 0.14% | 83 |
|
|
2020
Q3 | $551K | Buy |
3,304
+1
| +0% | +$167 | 0.14% | 80 |
|
|
2020
Q2 | $367K | Buy |
3,303
+2
| +0.1% | +$222 | 0.11% | 99 |
|
|
2020
Q1 | $308K | Sell |
3,301
-739
| -18% | -$69K | 0.13% | 96 |
|
|
2019
Q4 | $473K | Buy |
4,040
+102
| +3% | +$11.9K | 0.13% | 75 |
|
|
2019
Q3 | $472K | Buy |
3,938
+1
| +0% | +$120 | 0.14% | 70 |
|
|
2019
Q2 | $407K | Sell |
3,937
-279
| -7% | -$28.8K | 0.12% | 80 |
|
|
2019
Q1 | $471K | Sell |
4,216
-298
| -7% | -$33.3K | 0.15% | 69 |
|
|
2018
Q4 | $440K | Buy |
4,514
+1
| +0% | +$97 | 0.16% | 66 |
|
|
2018
Q3 | $527K | Buy |
4,513
+1
| +0% | +$117 | 0.16% | 66 |
|
|
2018
Q2 | $479K | Sell |
4,512
-27
| -0.6% | -$2.87K | 0.16% | 69 |
|
|
2018
Q1 | $475K | Sell |
4,539
-108
| -2% | -$11.3K | 0.17% | 70 |
|
|
2017
Q4 | $554K | Buy |
4,647
+1
| +0% | +$119 | 0.2% | 66 |
|
|
2017
Q3 | $558K | Sell |
4,646
-54
| -1% | -$6.49K | 0.21% | 64 |
|
|
2017
Q2 | $520K | Sell |
4,700
-239
| -5% | -$26.4K | 0.21% | 64 |
|
|
2017
Q1 | $530K | Sell |
4,939
-99
| -2% | -$10.6K | 0.22% | 65 |
|
|
2016
Q4 | $578K | Buy |
5,038
+1
| +0% | +$115 | 0.26% | 60 |
|
|
2016
Q3 | $551K | Buy |
5,037
+1
| +0% | +$109 | 0.27% | 56 |
|
|
2016
Q2 | $542K | Buy |
5,036
+101
| +2% | +$10.9K | 0.29% | 52 |
|
|
2016
Q1 | $520K | Sell |
4,935
-55
| -1% | -$5.8K | 0.28% | 55 |
|
|
2015
Q4 | $480K | Hold |
4,990
| – | – | 0.26% | 61 |
|
|
2015
Q3 | $492K | Sell |
4,990
-150
| -3% | -$14.8K | 0.3% | 58 |
|
|
2015
Q2 | $498K | Hold |
5,140
| – | – | 0.27% | 60 |
|
|
2015
Q1 | $498K | Sell |
5,140
-100
| -2% | -$9.69K | 0.29% | 54 |
|
|
2014
Q4 | $583K | Buy |
5,240
+100
| +2% | +$11.1K | 0.31% | 55 |
|
|
2014
Q3 | $505K | Hold |
5,140
| – | – | 0.32% | 59 |
|
|
2014
Q2 | $527K | Sell |
5,140
-68
| -1% | -$6.97K | 0.32% | 59 |
|
|
2014
Q1 | $507K | Sell |
5,208
-7,350
| -59% | -$716K | 0.35% | 51 |
|
|
2013
Q4 | $1.32M | Sell |
12,558
-3,000
| -19% | -$315K | 0.75% | 36 |
|
|
2013
Q3 | $1.42M | Sell |
15,558
-350
| -2% | -$32K | 0.93% | 32 |
|
|
2013
Q2 | $1.38M | Buy |
+15,908
| New | +$1.38M | 0.95% | 31 |
|