MBL 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 | – | Sell |
-1,933
| Closed | -$213K | – | 252 |
|
|
2025
Q1 | $213K | Buy |
+1,933
| New | +$213K | 0.02% | 222 |
|
|
2023
Q4 | – | Sell |
-2,630
| Closed | -$410K | – | 196 |
|
|
2023
Q3 | $410K | Sell |
2,630
-11
| -0.4% | -$1.72K | 0.06% | 123 |
|
|
2023
Q2 | $473K | Buy |
2,641
+415
| +19% | +$74.4K | 0.07% | 114 |
|
|
2023
Q1 | $432K | Buy |
+2,226
| New | +$432K | 0.07% | 108 |
|
|
2022
Q4 | – | Sell |
-2,707
| Closed | -$437K | – | 174 |
|
|
2022
Q3 | $437K | Buy |
2,707
+383
| +16% | +$61.8K | 0.09% | 105 |
|
|
2022
Q2 | $424K | Buy |
2,324
+696
| +43% | +$127K | 0.11% | 102 |
|
|
2022
Q1 | $349K | Buy |
+1,628
| New | +$349K | 0.09% | 123 |
|
|
2021
Q1 | $230K | Buy |
+1,350
| New | +$230K | 0.08% | 138 |
|