LMG 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 | $341K | Buy |
3,382
+38
| +1% | +$3.84K | 0.07% | 114 |
|
|
2025
Q1 | $368K | Buy |
3,344
+82
| +3% | +$9.02K | 0.08% | 106 |
|
|
2024
Q4 | $411K | Buy |
3,262
+26
| +0.8% | +$3.28K | 0.09% | 97 |
|
|
2024
Q3 | $441K | Buy |
3,236
+26
| +0.8% | +$3.55K | 0.1% | 93 |
|
|
2024
Q2 | $439K | Buy |
3,210
+25
| +0.8% | +$3.42K | 0.11% | 93 |
|
|
2024
Q1 | $473K | Hold |
3,185
| – | – | 0.12% | 95 |
|
|
2023
Q4 | $501K | Buy |
3,185
+608
| +24% | +$95.6K | 0.14% | 75 |
|
|
2023
Q3 | $402K | Hold |
2,577
| – | – | 0.12% | 77 |
|
|
2023
Q2 | $462K | Hold |
2,577
| – | – | 0.14% | 76 |
|
|
2023
Q1 | $500K | Hold |
2,577
| – | – | 0.16% | 76 |
|
|
2022
Q4 | $461K | Buy |
+2,577
| New | +$461K | 0.15% | 76 |
|