Meadow Creek Wealth Advisors’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 | $212K | Sell |
2,105
-29
| -1% | -$2.93K | 0.14% | 135 |
|
|
2025
Q1 | $235K | Buy |
2,134
+209
| +11% | +$23K | 0.18% | 121 |
|
|
2024
Q4 | $243K | Buy |
1,925
+20
| +1% | +$2.52K | 0.17% | 116 |
|
|
2024
Q3 | $260K | Sell |
1,905
-530
| -22% | -$72.3K | 0.21% | 110 |
|
|
2024
Q2 | $333K | Sell |
2,435
-7
| -0.3% | -$958 | 0.32% | 83 |
|
|
2024
Q1 | $363K | Buy |
2,442
+384
| +19% | +$57.1K | 0.25% | 91 |
|
|
2023
Q4 | $324K | Buy |
+2,058
| New | +$324K | 0.31% | 74 |
|
|
2022
Q3 | $285K | Buy |
1,763
+73
| +4% | +$11.8K | 0.38% | 70 |
|
|
2022
Q2 | $308K | Sell |
1,690
-233
| -12% | -$42.5K | 0.38% | 69 |
|
|
2022
Q1 | $412K | Hold |
1,923
| – | – | 0.45% | 64 |
|
|
2021
Q4 | $412K | Buy |
+1,923
| New | +$412K | 0.39% | 74 |
|
|
2019
Q4 | $245K | Buy |
+2,097
| New | +$245K | 0.34% | 82 |
|