Morton Brown Family Wealth’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 | $27.9K | Hold |
276
| – | – | 0.01% | 132 |
|
|
2025
Q1 | $30.4K | Hold |
276
| – | – | 0.01% | 130 |
|
|
2024
Q4 | $34.8K | Hold |
276
| – | – | 0.01% | 120 |
|
|
2024
Q3 | $37.6K | Sell |
276
-6
| -2% | -$818 | 0.01% | 108 |
|
|
2024
Q2 | $40.8K | Sell |
282
-10
| -3% | -$1.45K | 0.02% | 97 |
|
|
2024
Q1 | $43.4K | Sell |
292
-8
| -3% | -$1.19K | 0.02% | 90 |
|
|
2023
Q4 | $47.2K | Hold |
300
| – | – | 0.02% | 103 |
|
|
2023
Q3 | $46.8K | Hold |
300
| – | – | 0.02% | 81 |
|
|
2023
Q2 | $53.8K | Hold |
300
| – | – | 0.03% | 73 |
|
|
2023
Q1 | $58.2K | Hold |
300
| – | – | 0.03% | 72 |
|
|
2022
Q4 | $52.2K | Sell |
300
-12
| -4% | -$2.09K | 0.04% | 73 |
|
|
2022
Q3 | $50K | Sell |
312
-28
| -8% | -$4.49K | 0.04% | 66 |
|
|
2022
Q2 | $62K | Buy |
340
+40
| +13% | +$7.29K | 0.05% | 61 |
|
|
2022
Q1 | $64K | Sell |
300
-16
| -5% | -$3.41K | 0.05% | 63 |
|
|
2021
Q4 | $68K | Buy |
+316
| New | +$68K | 0.05% | 65 |
|