Midland 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 | $590K | Sell |
5,845
-923
| -14% | -$93.2K | 0.03% | 110 |
|
|
2025
Q1 | $744K | Sell |
6,768
-901
| -12% | -$99.1K | 0.04% | 95 |
|
|
2024
Q4 | $967K | Sell |
7,669
-528
| -6% | -$66.6K | 0.06% | 83 |
|
|
2024
Q3 | $1.12M | Sell |
8,197
-1,162
| -12% | -$158K | 0.07% | 79 |
|
|
2024
Q2 | $1.28M | Sell |
9,359
-518
| -5% | -$70.9K | 0.08% | 71 |
|
|
2024
Q1 | $1.47M | Sell |
9,877
-190
| -2% | -$28.2K | 0.09% | 60 |
|
|
2023
Q4 | $1.58M | Buy |
+10,067
| New | +$1.58M | 0.11% | 50 |
|