Legacy Capital Wealth Partners’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 | $685K | Sell |
6,788
-988
| -13% | -$99.7K | 0.16% | 137 |
|
|
2025
Q1 | $855K | Buy |
7,776
+3,229
| +71% | +$355K | 0.21% | 100 |
|
|
2024
Q4 | $573K | Sell |
4,547
-1,821
| -29% | -$230K | 0.14% | 149 |
|
|
2024
Q3 | $868K | Buy |
6,368
+749
| +13% | +$102K | 0.17% | 117 |
|
|
2024
Q2 | $769K | Buy |
5,619
+488
| +10% | +$66.8K | 0.2% | 96 |
|
|
2024
Q1 | $1M | Sell |
5,131
-743
| -13% | -$145K | 0.71% | 45 |
|
|
2023
Q4 | $924K | Sell |
5,874
-2,092
| -26% | -$329K | 0.26% | 87 |
|
|
2023
Q3 | $1.24M | Buy |
+7,966
| New | +$1.24M | 0.34% | 58 |
|
|
2023
Q2 | – | Sell |
-7,365
| Closed | -$1.43M | – | 232 |
|
|
2023
Q1 | $1.43M | Buy |
+7,365
| New | +$1.43M | 0.39% | 46 |
|
|
2021
Q2 | – | Sell |
-2,334
| Closed | -$397K | – | 79 |
|
|
2021
Q1 | $397K | Buy |
2,334
+190
| +9% | +$32.3K | 0.16% | 55 |
|
|
2020
Q4 | $361K | Buy |
+2,144
| New | +$361K | 0.15% | 60 |
|