MWM
Mission Wealth Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
11,799
+425
| +4% | +$42.9K | 0.03% | 287 |
|
|
2025
Q1 | $1.25M | Buy |
11,374
+266
| +2% | +$29.3K | 0.03% | 246 |
|
|
2024
Q4 | $1.4M | Sell |
11,108
-1,215
| -10% | -$153K | 0.03% | 213 |
|
|
2024
Q3 | $1.68M | Sell |
12,323
-407
| -3% | -$55.5K | 0.04% | 190 |
|
|
2024
Q2 | $1.74M | Sell |
12,730
-789
| -6% | -$108K | 0.05% | 179 |
|
|
2024
Q1 | $2.01M | Buy |
13,519
+19
| +0.1% | +$2.82K | 0.05% | 177 |
|
|
2023
Q4 | $2.12M | Sell |
13,500
-1,141
| -8% | -$179K | 0.07% | 137 |
|
|
2023
Q3 | $2.28M | Buy |
14,641
+6,974
| +91% | +$1.09M | 0.09% | 114 |
|
|
2023
Q2 | $1.37M | Buy |
7,667
+494
| +7% | +$88.5K | 0.05% | 173 |
|
|
2023
Q1 | $1.39M | Sell |
7,173
-726
| -9% | -$141K | 0.06% | 168 |
|
|
2022
Q4 | $1.37M | Buy |
7,899
+14
| +0.2% | +$2.43K | 0.07% | 152 |
|
|
2022
Q3 | $1.27M | Buy |
7,885
+468
| +6% | +$75.6K | 0.07% | 145 |
|
|
2022
Q2 | $1.35M | Buy |
7,417
+1,555
| +27% | +$284K | 0.07% | 145 |
|
|
2022
Q1 | $1.26M | Buy |
5,862
+466
| +9% | +$99.9K | 0.06% | 159 |
|
|
2021
Q4 | $1.16M | Buy |
5,396
+1,704
| +46% | +$365K | 0.05% | 166 |
|
|
2021
Q3 | $672K | Buy |
3,692
+587
| +19% | +$107K | 0.03% | 225 |
|
|
2021
Q2 | $646K | Sell |
3,105
-12
| -0.4% | -$2.5K | 0.03% | 239 |
|
|
2021
Q1 | $530K | Buy |
3,117
+112
| +4% | +$19K | 0.03% | 250 |
|
|
2020
Q4 | $506K | Buy |
3,005
+428
| +17% | +$72.1K | 0.03% | 235 |
|
|
2020
Q3 | $429K | Buy |
2,577
+35
| +1% | +$5.83K | 0.03% | 223 |
|
|
2020
Q2 | $283K | Sell |
2,542
-105
| -4% | -$11.7K | 0.02% | 265 |
|
|
2020
Q1 | $247K | Buy |
2,647
+271
| +11% | +$25.3K | 0.03% | 247 |
|
|
2019
Q4 | $278K | Sell |
2,376
-1,508
| -39% | -$176K | 0.03% | 267 |
|
|
2019
Q3 | $465K | Buy |
3,884
+1,098
| +39% | +$131K | 0.05% | 178 |
|
|
2019
Q2 | $288K | Buy |
2,786
+45
| +2% | +$4.65K | 0.03% | 243 |
|
|
2019
Q1 | $306K | Buy |
2,741
+1
| +0% | +$112 | 0.04% | 224 |
|
|
2018
Q4 | $267K | Sell |
2,740
-3,853
| -58% | -$375K | 0.03% | 207 |
|
|
2018
Q3 | $770K | Sell |
6,593
-471
| -7% | -$55K | 0.1% | 108 |
|
|
2018
Q2 | $750K | Buy |
7,064
+10
| +0.1% | +$1.06K | 0.11% | 99 |
|
|
2018
Q1 | $738K | Buy |
7,054
+56
| +0.8% | +$5.86K | 0.12% | 89 |
|
|
2017
Q4 | $834K | Hold |
6,998
| – | – | 0.14% | 75 |
|
|
2017
Q3 | $840K | Sell |
6,998
-220
| -3% | -$26.4K | 0.15% | 74 |
|
|
2017
Q2 | $798K | Sell |
7,218
-255
| -3% | -$28.2K | 0.15% | 74 |
|
|
2017
Q1 | $802K | Hold |
7,473
| – | – | 0.16% | 72 |
|
|
2016
Q4 | $857K | Sell |
7,473
-4
| -0.1% | -$459 | 0.17% | 65 |
|
|
2016
Q3 | $818K | Hold |
7,477
| – | – | 0.2% | 60 |
|
|
2016
Q2 | $805K | Hold |
7,477
| – | – | 0.21% | 53 |
|
|
2016
Q1 | $789K | Sell |
7,477
-180
| -2% | -$19K | 0.21% | 54 |
|
|
2015
Q4 | $737K | Sell |
7,657
-16
| -0.2% | -$1.54K | 0.21% | 48 |
|
|
2015
Q3 | $757K | Buy |
7,673
+175
| +2% | +$17.3K | 0.23% | 43 |
|
|
2015
Q2 | $727K | Buy |
+7,498
| New | +$727K | 0.25% | 50 |
|