Marks 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
Q2 | $531K | Sell |
5,256
-827
| -14% | -$83.5K | 0.17% | 12 |
|
|
2025
Q1 | $669K | Buy |
+6,083
| New | +$669K | 0.25% | 9 |
|
|
2022
Q3 | – | Sell |
-2,400
| Closed | -$438K | – | 15 |
|
|
2022
Q2 | $438K | Hold |
2,400
| – | – | 0.51% | 9 |
|
|
2022
Q1 | $515K | Hold |
2,400
| – | – | 0.16% | 22 |
|
|
2021
Q4 | $514K | Hold |
2,400
| – | – | 0.16% | 22 |
|
|
2021
Q3 | $437K | Buy |
+2,400
| New | +$437K | 0.14% | 22 |
|