Kingswood Wealth Advisors’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 | $1.81M | Sell |
17,963
-127
| -0.7% | -$12.8K | 0.14% | 159 |
|
|
2025
Q1 | $1.99M | Buy |
18,090
+646
| +4% | +$71K | 0.18% | 136 |
|
|
2024
Q4 | $2.2M | Buy |
17,444
+12,124
| +228% | +$1.53M | 0.17% | 135 |
|
|
2024
Q3 | $725K | Sell |
5,320
-449
| -8% | -$61.2K | 0.05% | 361 |
|
|
2024
Q2 | $790K | Sell |
5,769
-10
| -0.2% | -$1.37K | 0.07% | 284 |
|
|
2024
Q1 | $859K | Sell |
5,779
-2,361
| -29% | -$351K | 0.1% | 230 |
|
|
2023
Q4 | $1.28M | Buy |
8,140
+4,321
| +113% | +$679K | 0.15% | 162 |
|
|
2023
Q3 | $595K | Buy |
+3,819
| New | +$595K | 0.1% | 213 |
|