MA Private Wealth’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 |
-1,731
| Closed | -$218K | – | 78 |
|
|
2024
Q4 | $218K | Hold |
1,731
| – | – | 0.04% | 70 |
|
|
2024
Q3 | $236K | Hold |
1,731
| – | – | 0.04% | 67 |
|
|
2024
Q2 | $237K | Sell |
1,731
-9
| -0.5% | -$1.23K | 0.05% | 70 |
|
|
2024
Q1 | $259K | Buy |
1,740
+9
| +0.5% | +$1.34K | 0.05% | 64 |
|
|
2023
Q4 | $272K | Hold |
1,731
| – | – | 0.06% | 68 |
|
|
2023
Q3 | $270K | Hold |
1,731
| – | – | 0.06% | 67 |
|
|
2023
Q2 | $310K | Hold |
1,731
| – | – | 0.07% | 62 |
|
|
2023
Q1 | $336K | Sell |
1,731
-1,091
| -39% | -$212K | 0.08% | 58 |
|
|
2022
Q4 | $491K | Sell |
2,822
-288
| -9% | -$50.1K | 0.12% | 59 |
|
|
2022
Q3 | $521K | Hold |
3,110
| – | – | 0.13% | 48 |
|
|
2022
Q2 | $553K | Sell |
3,110
-117
| -4% | -$20.8K | 0.13% | 48 |
|
|
2022
Q1 | $692K | Buy |
3,227
+12
| +0.4% | +$2.57K | 0.13% | 48 |
|
|
2021
Q4 | $689K | Buy |
3,215
+30
| +0.9% | +$6.43K | 0.12% | 50 |
|
|
2021
Q3 | $580K | Buy |
3,185
+8
| +0.3% | +$1.46K | 0.11% | 57 |
|
|
2021
Q2 | $661K | Buy |
3,177
+8
| +0.3% | +$1.66K | 0.13% | 57 |
|
|
2021
Q1 | $539K | Buy |
+3,169
| New | +$539K | 0.11% | 59 |
|
|
2020
Q4 | – | Sell |
-4,192
| Closed | -$698K | – | 83 |
|
|
2020
Q3 | $698K | Buy |
4,192
+24
| +0.6% | +$4K | 0.16% | 49 |
|
|
2020
Q2 | $463K | Buy |
4,168
+34
| +0.8% | +$3.78K | 0.12% | 57 |
|
|
2020
Q1 | $386K | Buy |
4,134
+40
| +1% | +$3.74K | 0.11% | 58 |
|
|
2019
Q4 | $479K | Sell |
4,094
-321
| -7% | -$37.6K | 0.15% | 40 |
|
|
2019
Q3 | $529K | Sell |
4,415
-859
| -16% | -$103K | 0.15% | 53 |
|
|
2019
Q2 | $545K | Buy |
5,274
+48
| +0.9% | +$4.96K | 0.16% | 56 |
|
|
2019
Q1 | $584K | Buy |
+5,226
| New | +$584K | 0.19% | 57 |
|