Lifeworks 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 | $347K | Buy |
3,440
+877
| +34% | +$88.5K | 0.05% | 239 |
|
|
2025
Q1 | $282K | Buy |
2,563
+17
| +0.7% | +$1.87K | 0.05% | 252 |
|
|
2024
Q4 | $321K | Buy |
2,546
+145
| +6% | +$18.3K | 0.06% | 218 |
|
|
2024
Q3 | $327K | Buy |
2,401
+509
| +27% | +$69.4K | 0.06% | 215 |
|
|
2024
Q2 | $259K | Sell |
1,892
-625
| -25% | -$85.5K | 0.07% | 189 |
|
|
2024
Q1 | $374K | Buy |
2,517
+300
| +14% | +$44.6K | 0.1% | 151 |
|
|
2023
Q4 | $349K | Sell |
2,217
-1,152
| -34% | -$181K | 0.12% | 147 |
|
|
2023
Q3 | $525K | Buy |
3,369
+1,343
| +66% | +$209K | 0.2% | 116 |
|
|
2023
Q2 | $363K | Buy |
+2,026
| New | +$363K | 0.15% | 122 |
|