MilWealth Group’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 | $92.6K | Hold |
917
| – | – | 0.02% | 33 |
|
|
2025
Q1 | $101K | Hold |
917
| – | – | 0.03% | 33 |
|
|
2024
Q4 | $116K | Hold |
917
| – | – | 0.03% | 37 |
|
|
2024
Q3 | $125K | Hold |
917
| – | – | 0.04% | 27 |
|
|
2024
Q2 | $125K | Hold |
917
| – | – | 0.04% | 27 |
|
|
2024
Q1 | $136K | Hold |
917
| – | – | 0.04% | 27 |
|
|
2023
Q4 | $144K | Hold |
917
| – | – | 0.05% | 27 |
|
|
2023
Q3 | $143K | Sell |
917
-75
| -8% | -$11.7K | 0.06% | 25 |
|
|
2023
Q2 | $178K | Hold |
992
| – | – | 0.07% | 24 |
|
|
2023
Q1 | $192K | Hold |
992
| – | – | 0.08% | 23 |
|
|
2022
Q4 | $172K | Hold |
992
| – | – | 0.07% | 24 |
|
|
2022
Q3 | $160K | Hold |
992
| – | – | 0.07% | 25 |
|
|
2022
Q2 | $181K | Sell |
992
-42
| -4% | -$7.67K | 0.08% | 27 |
|
|
2022
Q1 | $222K | Hold |
1,034
| – | – | 0.08% | 27 |
|
|
2021
Q4 | $222K | Hold |
1,034
| – | – | 0.08% | 24 |
|
|
2021
Q3 | $188K | Hold |
1,034
| – | – | 0.07% | 25 |
|
|
2021
Q2 | $215K | Hold |
1,034
| – | – | 0.09% | 20 |
|
|
2021
Q1 | $176K | Hold |
1,034
| – | – | 0.08% | 22 |
|
|
2020
Q4 | $174K | Hold |
1,034
| – | – | 0.09% | 22 |
|
|
2020
Q3 | $172K | Sell |
1,034
-250
| -19% | -$41.7K | 0.1% | 21 |
|
|
2020
Q2 | $143K | Hold |
1,284
| – | – | 0.08% | 22 |
|
|
2020
Q1 | $120K | Hold |
1,284
| – | – | 0.09% | 25 |
|
|
2019
Q4 | $150K | Hold |
1,284
| – | – | 0.12% | 21 |
|
|
2019
Q3 | $154K | Hold |
1,284
| – | – | 0.13% | 20 |
|
|
2019
Q2 | $133K | Hold |
1,284
| – | – | 0.11% | 22 |
|
|
2019
Q1 | $143K | Hold |
1,284
| – | – | 0.13% | 21 |
|
|
2018
Q4 | $125K | Buy |
+1,284
| New | +$125K | 0.12% | 22 |
|