MBM Wealth Consultants’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 | $255K | Buy |
2,528
+593
| +31% | +$59.9K | 0.07% | 100 |
|
|
2025
Q1 | $213K | Buy |
+1,935
| New | +$213K | 0.06% | 103 |
|
|
2023
Q2 | – | Sell |
-61
| Closed | -$12K | – | 265 |
|
|
2023
Q1 | $12K | Hold |
61
| – | – | ﹤0.01% | 215 |
|
|
2022
Q4 | $11K | Hold |
61
| – | – | 0.01% | 229 |
|
|
2022
Q3 | $10K | Hold |
61
| – | – | ﹤0.01% | 217 |
|
|
2022
Q2 | $11K | Sell |
61
-1
| -2% | -$180 | 0.01% | 219 |
|
|
2022
Q1 | $13K | Sell |
62
-201
| -76% | -$42.1K | 0.01% | 232 |
|
|
2021
Q4 | $56K | Hold |
263
| – | – | 0.02% | 147 |
|
|
2021
Q3 | $48K | Hold |
263
| – | – | 0.02% | 150 |
|
|
2021
Q2 | $55K | Sell |
263
-47
| -15% | -$9.83K | 0.03% | 138 |
|
|
2021
Q1 | $53K | Hold |
310
| – | – | 0.03% | 133 |
|
|
2020
Q4 | $52K | Hold |
310
| – | – | 0.03% | 127 |
|
|
2020
Q3 | $52K | Hold |
310
| – | – | 0.03% | 126 |
|
|
2020
Q2 | $34K | Hold |
310
| – | – | 0.02% | 140 |
|
|
2020
Q1 | $29K | Sell |
310
-135
| -30% | -$12.6K | 0.02% | 130 |
|
|
2019
Q4 | $52K | Hold |
445
| – | – | 0.04% | 121 |
|
|
2019
Q3 | $53K | Hold |
445
| – | – | 0.04% | 120 |
|
|
2019
Q2 | $46K | Hold |
445
| – | – | 0.04% | 125 |
|
|
2019
Q1 | $50K | Hold |
445
| – | – | 0.04% | 124 |
|
|
2018
Q4 | $43K | Buy |
+445
| New | +$43K | 0.04% | 137 |
|