Meridian Wealth Management’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 | $1.14M | Sell |
11,288
-272
| -2% | -$27.5K | 0.05% | 288 |
|
|
2025
Q1 | $1.27M | Buy |
11,560
+1,931
| +20% | +$212K | 0.06% | 242 |
|
|
2024
Q4 | $1.21M | Sell |
9,629
-24
| -0.2% | -$3.03K | 0.06% | 254 |
|
|
2024
Q3 | $1.32M | Buy |
+9,653
| New | +$1.32M | 0.06% | 233 |
|
|
2024
Q1 | – | Sell |
-9,981
| Closed | -$1.57M | – | 531 |
|
|
2023
Q4 | $1.57M | Buy |
9,981
+3,923
| +65% | +$617K | 0.1% | 194 |
|
|
2023
Q3 | $944K | Buy |
6,058
+153
| +3% | +$23.8K | 0.06% | 244 |
|
|
2023
Q2 | $1.06M | Sell |
5,905
-463
| -7% | -$83K | 0.09% | 185 |
|
|
2023
Q1 | $1.24M | Buy |
6,368
+484
| +8% | +$93.9K | 0.11% | 176 |
|
|
2022
Q4 | $1.02M | Buy |
5,884
+431
| +8% | +$74.9K | 0.1% | 194 |
|
|
2022
Q3 | $881K | Sell |
5,453
-199
| -4% | -$32.2K | 0.09% | 204 |
|
|
2022
Q2 | $1.03M | Buy |
5,652
+1,584
| +39% | +$289K | 0.08% | 242 |
|
|
2022
Q1 | $873K | Buy |
4,068
+10
| +0.2% | +$2.15K | 0.1% | 170 |
|
|
2021
Q4 | $870K | Sell |
4,058
-3,489
| -46% | -$748K | 0.09% | 171 |
|
|
2021
Q3 | $1.37M | Sell |
7,547
-896
| -11% | -$163K | 0.17% | 119 |
|
|
2021
Q2 | $1.76M | Sell |
8,443
-473
| -5% | -$98.4K | 0.22% | 87 |
|
|
2021
Q1 | $1.52M | Buy |
8,916
+3,769
| +73% | +$641K | 0.22% | 91 |
|
|
2020
Q4 | $866K | Buy |
5,147
+1,161
| +29% | +$195K | 0.14% | 134 |
|
|
2020
Q3 | $663K | Buy |
3,986
+1,945
| +95% | +$324K | 0.16% | 117 |
|
|
2020
Q2 | $226K | Buy |
+2,041
| New | +$226K | 0.08% | 197 |
|
|
2019
Q4 | – | Sell |
-3,672
| Closed | -$440K | – | 220 |
|
|
2019
Q3 | $440K | Sell |
3,672
-68
| -2% | -$8.15K | 0.21% | 100 |
|
|
2019
Q2 | $3.86K | Buy |
3,740
+5
| +0.1% | +$5 | 0.16% | 112 |
|
|
2019
Q1 | $417K | Buy |
3,735
+384
| +11% | +$42.9K | 0.19% | 98 |
|
|
2018
Q4 | $327K | Buy |
+3,351
| New | +$327K | 0.19% | 103 |
|
|
2018
Q3 | – | Sell |
-3,446
| Closed | -$366K | – | 200 |
|
|
2018
Q2 | $366K | Buy |
3,446
+107
| +3% | +$11.4K | 0.17% | 120 |
|
|
2018
Q1 | $350K | Buy |
3,339
+194
| +6% | +$20.3K | 0.17% | 121 |
|
|
2017
Q4 | $383K | Buy |
3,145
+3
| +0.1% | +$365 | 0.24% | 102 |
|
|
2017
Q3 | $379K | Buy |
3,142
+4
| +0.1% | +$482 | 0.24% | 99 |
|
|
2017
Q2 | $347K | Buy |
3,138
+3
| +0.1% | +$332 | 0.22% | 105 |
|
|
2017
Q1 | $336K | Buy |
+3,135
| New | +$336K | 0.2% | 109 |
|