KWM
Kingsview 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 | $3.9M | Buy |
38,685
+6,480
| +20% | +$654K | 0.07% | 292 |
|
|
2025
Q1 | $3.54M | Buy |
32,205
+11,485
| +55% | +$1.26M | 0.07% | 269 |
|
|
2024
Q4 | $2.61M | Sell |
20,720
-19,261
| -48% | -$2.43M | 0.05% | 325 |
|
|
2024
Q3 | $5.45M | Buy |
39,981
+19,772
| +98% | +$2.7M | 0.11% | 190 |
|
|
2024
Q2 | $2.77M | Sell |
20,209
-303
| -1% | -$41.5K | 0.07% | 278 |
|
|
2024
Q1 | $3.05M | Sell |
20,512
-49,289
| -71% | -$7.33M | 0.08% | 246 |
|
|
2023
Q4 | $11M | Buy |
69,801
+16,320
| +31% | +$2.57M | 0.33% | 67 |
|
|
2023
Q3 | $8.34M | Buy |
53,481
+339
| +0.6% | +$52.8K | 0.3% | 76 |
|
|
2023
Q2 | $9.53M | Buy |
53,142
+14,709
| +38% | +$2.64M | 0.37% | 58 |
|
|
2023
Q1 | $7.46M | Sell |
38,433
-1,090
| -3% | -$211K | 0.31% | 74 |
|
|
2022
Q4 | $6.87M | Buy |
39,523
+1,388
| +4% | +$241K | 0.3% | 82 |
|
|
2022
Q3 | $6.16M | Buy |
38,135
+3,428
| +10% | +$554K | 0.29% | 87 |
|
|
2022
Q2 | $6.34M | Buy |
34,707
+5,434
| +19% | +$992K | 0.3% | 82 |
|
|
2022
Q1 | $6.28M | Buy |
29,273
+1,227
| +4% | +$263K | 0.28% | 87 |
|
|
2021
Q4 | $6.01M | Buy |
28,046
+3,934
| +16% | +$843K | 0.25% | 91 |
|
|
2021
Q3 | $4.39M | Buy |
24,112
+2,239
| +10% | +$408K | 0.21% | 111 |
|
|
2021
Q2 | $4.59M | Sell |
21,873
-75
| -0.3% | -$15.7K | 0.23% | 104 |
|
|
2021
Q1 | $37.6M | Sell |
21,948
-3,550
| -14% | -$6.07M | 2.13% | 5 |
|
|
2020
Q4 | $4.29M | Buy |
25,498
+5,922
| +30% | +$997K | 0.31% | 74 |
|
|
2020
Q3 | $3.26M | Buy |
19,576
+81
| +0.4% | +$13.5K | 0.29% | 86 |
|
|
2020
Q2 | $2.17M | Buy |
19,495
+1,649
| +9% | +$183K | 0.22% | 113 |
|
|
2020
Q1 | $1.67M | Buy |
17,846
+2,518
| +16% | +$235K | 0.23% | 119 |
|
|
2019
Q4 | $1.79M | Buy |
15,328
+3,358
| +28% | +$393K | 0.22% | 125 |
|
|
2019
Q3 | $1.43M | Buy |
11,970
+6,852
| +134% | +$821K | 0.23% | 129 |
|
|
2019
Q2 | $529K | Buy |
5,118
+619
| +14% | +$64K | 0.09% | 240 |
|
|
2019
Q1 | $503K | Buy |
4,499
+1,363
| +43% | +$152K | 0.08% | 267 |
|
|
2018
Q4 | $306K | Buy |
3,136
+153
| +5% | +$14.9K | 0.07% | 282 |
|
|
2018
Q3 | $348K | Buy |
+2,983
| New | +$348K | 0.07% | 274 |
|
|
2017
Q3 | – | Sell |
-3,038
| Closed | -$336K | – | 295 |
|
|
2017
Q2 | $336K | Sell |
3,038
-597
| -16% | -$66K | 0.17% | 169 |
|
|
2017
Q1 | $390K | Buy |
+3,635
| New | +$390K | 0.23% | 134 |
|