MN 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
Q1 | – | Sell |
-1,586
| Closed | -$200K | – | 110 |
|
|
2024
Q4 | $200K | Sell |
1,586
-14
| -0.9% | -$1.77K | 0.11% | 95 |
|
|
2024
Q3 | $218K | Buy |
1,600
+31
| +2% | +$4.23K | 0.12% | 90 |
|
|
2024
Q2 | $215K | Buy |
1,569
+1
| +0.1% | +$137 | 0.12% | 97 |
|
|
2024
Q1 | $233K | Buy |
1,568
+10
| +0.6% | +$1.49K | 0.14% | 83 |
|
|
2023
Q4 | $245K | Buy |
+1,558
| New | +$245K | 0.17% | 78 |
|