MWPCG
Measured Wealth Private Client Group’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.1M | Sell |
169,059
-22
| -0% | -$2.22K | 5.11% | 5 |
|
|
2025
Q1 | $18.6M | Buy |
169,081
+57,529
| +52% | +$6.33M | 5.97% | 5 |
|
|
2024
Q4 | $14.1M | Buy |
+111,552
| New | +$14.1M | 4.55% | 7 |
|
|
2022
Q3 | – | Sell |
-2,668
| Closed | -$487K | – | 184 |
|
|
2022
Q2 | $487K | Buy |
2,668
+518
| +24% | +$94.6K | 0.22% | 69 |
|
|
2022
Q1 | $461K | Buy |
2,150
+183
| +9% | +$39.2K | 0.17% | 74 |
|
|
2021
Q4 | $422K | Buy |
1,967
+50
| +3% | +$10.7K | 0.15% | 89 |
|
|
2021
Q3 | $349K | Buy |
1,917
+715
| +59% | +$130K | 0.13% | 100 |
|
|
2021
Q2 | $250K | Buy |
+1,202
| New | +$250K | 0.08% | 153 |
|
|
2021
Q1 | – | Sell |
-1,264
| Closed | -$213K | – | 164 |
|
|
2020
Q4 | $213K | Sell |
1,264
-436
| -26% | -$73.5K | 0.09% | 128 |
|
|
2020
Q3 | $283K | Sell |
1,700
-178
| -9% | -$29.6K | 0.14% | 93 |
|
|
2020
Q2 | $209K | Buy |
+1,878
| New | +$209K | 0.12% | 112 |
|
|
2019
Q4 | – | Sell |
-2,273
| Closed | -$272K | – | 137 |
|
|
2019
Q3 | $272K | Sell |
2,273
-2,762
| -55% | -$331K | 0.18% | 88 |
|
|
2019
Q2 | $520K | Buy |
5,035
+1,195
| +31% | +$123K | 0.3% | 61 |
|
|
2019
Q1 | $429K | Buy |
+3,840
| New | +$429K | 0.26% | 75 |
|
|
2018
Q4 | – | Sell |
-2,911
| Closed | -$342K | – | 677 |
|
|
2018
Q3 | $342K | Sell |
2,911
-11
| -0.4% | -$1.29K | 0.21% | 93 |
|
|
2018
Q2 | $310K | Buy |
+2,922
| New | +$310K | 0.25% | 90 |
|