Marion Wealth Management’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 | $1.81M | Hold |
17,896
| – | – | 0.45% | 51 |
|
|
2025
Q1 | $1.97M | Hold |
17,896
| – | – | 0.53% | 48 |
|
|
2024
Q4 | $2.26M | Buy |
17,896
+3
| +0% | +$378 | 0.6% | 46 |
|
|
2024
Q3 | $2.44M | Hold |
17,893
| – | – | 0.65% | 42 |
|
|
2024
Q2 | $2.45M | Sell |
17,893
-100
| -0.6% | -$13.7K | 0.72% | 36 |
|
|
2024
Q1 | $2.67M | Hold |
17,993
| – | – | 0.8% | 32 |
|
|
2023
Q4 | $2.83M | Hold |
17,993
| – | – | 0.9% | 31 |
|
|
2023
Q3 | $2.8M | Sell |
17,993
-205
| -1% | -$32K | 0.99% | 25 |
|
|
2023
Q2 | $3.26M | Sell |
18,198
-524
| -3% | -$93.9K | 1.16% | 24 |
|
|
2023
Q1 | $3.63M | Buy |
18,722
+2
| +0% | +$388 | 1.35% | 18 |
|
|
2022
Q4 | $3.25M | Buy |
18,720
+1
| +0% | +$174 | 1.37% | 18 |
|
|
2022
Q3 | $3.02M | Sell |
18,719
-111
| -0.6% | -$17.9K | 1.55% | 16 |
|
|
2022
Q2 | $3.44M | Buy |
18,830
+282
| +2% | +$51.5K | 1.8% | 17 |
|
|
2022
Q1 | $3.98M | Hold |
18,548
| – | – | 1.94% | 15 |
|
|
2021
Q4 | $3.98M | Buy |
+18,548
| New | +$3.98M | 1.88% | 15 |
|