Legacy Capital Wealth Partners’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $685K | Sell |
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|
2025
Q1 | $855K | Buy |
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|
2024
Q4 | $573K | Sell |
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|
2024
Q3 | $868K | Buy |
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|
2024
Q2 | $769K | Buy |
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|
2024
Q1 | $1M | Sell |
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|
2023
Q4 | $924K | Sell |
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|
2023
Q3 | $1.24M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.43M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $397K | Buy |
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|
2020
Q4 | $361K | Buy |
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