Leo Wealth LLC’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 | $416K | Buy |
4,123
+1,878
| +84% | +$190K | 0.03% | 267 |
|
|
2025
Q1 | $247K | Sell |
2,245
-2,750
| -55% | -$302K | 0.04% | 240 |
|
|
2024
Q4 | $630K | Buy |
4,995
+1,791
| +56% | +$226K | 0.06% | 204 |
|
|
2024
Q3 | $437K | Buy |
3,204
+1,197
| +60% | +$163K | 0.04% | 240 |
|
|
2024
Q2 | $273K | Sell |
2,007
-489
| -20% | -$66.6K | 0.03% | 282 |
|
|
2024
Q1 | $370K | Buy |
2,496
+206
| +9% | +$30.5K | 0.04% | 244 |
|
|
2023
Q4 | $357K | Buy |
+2,290
| New | +$357K | 0.04% | 241 |
|