Marks Group 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 | $1.58M | Sell |
15,629
-3,261
| -17% | -$329K | 0.15% | 140 |
|
|
2025
Q1 | $2.08M | Buy |
18,890
+267
| +1% | +$29.4K | 0.2% | 118 |
|
|
2024
Q4 | $2.35M | Buy |
18,623
+1,320
| +8% | +$166K | 0.23% | 106 |
|
|
2024
Q3 | $2.36M | Sell |
17,303
-59
| -0.3% | -$8.04K | 0.23% | 109 |
|
|
2024
Q2 | $2.38M | Buy |
17,362
+4,337
| +33% | +$594K | 0.25% | 107 |
|
|
2024
Q1 | $1.94M | Sell |
13,025
-233
| -2% | -$34.6K | 0.2% | 124 |
|
|
2023
Q4 | $2.08M | Sell |
13,258
-1,667
| -11% | -$262K | 0.24% | 121 |
|
|
2023
Q3 | $2.33M | Sell |
14,925
-853
| -5% | -$133K | 0.29% | 105 |
|
|
2023
Q2 | $2.83M | Buy |
15,778
+504
| +3% | +$90.3K | 0.34% | 96 |
|
|
2023
Q1 | $2.96M | Buy |
15,274
+1,724
| +13% | +$334K | 0.38% | 91 |
|
|
2022
Q4 | $2.36M | Buy |
13,550
+1,299
| +11% | +$226K | 0.32% | 103 |
|
|
2022
Q3 | $1.98M | Buy |
12,251
+1,643
| +15% | +$265K | 0.3% | 102 |
|
|
2022
Q2 | $1.94M | Buy |
10,608
+2,285
| +27% | +$417K | 0.28% | 106 |
|
|
2022
Q1 | $1.79M | Buy |
8,323
+2,171
| +35% | +$466K | 0.22% | 112 |
|
|
2021
Q4 | $1.32M | Buy |
6,152
+1,286
| +26% | +$277K | 0.16% | 139 |
|
|
2021
Q3 | $885K | Buy |
4,866
+356
| +8% | +$64.7K | 0.12% | 159 |
|
|
2021
Q2 | $937K | Buy |
4,510
+61
| +1% | +$12.7K | 0.13% | 146 |
|
|
2021
Q1 | $754K | Buy |
4,449
+263
| +6% | +$44.6K | 0.11% | 151 |
|
|
2020
Q4 | $705K | Sell |
4,186
-757
| -15% | -$127K | 0.11% | 155 |
|
|
2020
Q3 | $824K | Sell |
4,943
-91
| -2% | -$15.2K | 0.15% | 141 |
|
|
2020
Q2 | $563K | Buy |
5,034
+721
| +17% | +$80.6K | 0.11% | 148 |
|
|
2020
Q1 | $409K | Sell |
4,313
-202
| -4% | -$19.2K | 0.11% | 163 |
|
|
2019
Q4 | $529K | Buy |
+4,515
| New | +$529K | 0.1% | 168 |
|