Legend Financial 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
Q1 | – | Sell |
-83
| Closed | -$10.5K | – | 238 |
|
|
2024
Q4 | $10.5K | Buy |
+83
| New | +$10.5K | 0.01% | 114 |
|
|
2024
Q3 | – | Sell |
-121
| Closed | -$16.6K | – | 267 |
|
|
2024
Q2 | $16.6K | Buy |
121
+83
| +218% | +$11.4K | 0.01% | 116 |
|
|
2024
Q1 | $5.65K | Hold |
38
| – | – | ﹤0.01% | 154 |
|
|
2023
Q4 | $5.98K | Hold |
38
| – | – | ﹤0.01% | 143 |
|
|
2023
Q3 | $5.92K | Hold |
38
| – | – | 0.01% | 155 |
|
|
2023
Q2 | $6.81K | Sell |
38
-8
| -17% | -$1.43K | 0.01% | 168 |
|
|
2023
Q1 | $8.92K | Hold |
46
| – | – | 0.01% | 159 |
|
|
2022
Q4 | $8K | Hold |
46
| – | – | 0.01% | 178 |
|
|
2022
Q3 | $7.43K | Buy |
+46
| New | +$7.43K | 0.01% | 167 |
|