Moser 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 |
-79
| Closed | -$9.96K | – | 168 |
|
|
2024
Q4 | $9.96K | Hold |
79
| – | – | 0.01% | 116 |
|
|
2024
Q3 | $10.8K | Hold |
79
| – | – | 0.01% | 118 |
|
|
2024
Q2 | $10.8K | Hold |
79
| – | – | 0.01% | 117 |
|
|
2024
Q1 | $11.7K | Hold |
79
| – | – | 0.01% | 118 |
|
|
2023
Q4 | $12.4K | Hold |
79
| – | – | 0.01% | 113 |
|
|
2023
Q3 | $12.3K | Hold |
79
| – | – | 0.01% | 107 |
|
|
2023
Q2 | $14.2K | Buy |
+79
| New | +$14.2K | 0.01% | 104 |
|
|
2022
Q4 | $13.7K | Hold |
79
| – | – | 0.01% | 101 |
|
|
2022
Q3 | $13K | Hold |
79
| – | – | 0.01% | 107 |
|
|
2022
Q2 | $14K | Hold |
79
| – | – | 0.01% | 106 |
|
|
2022
Q1 | $17K | Hold |
79
| – | – | 0.01% | 104 |
|
|
2021
Q4 | $17K | Hold |
79
| – | – | 0.01% | 106 |
|
|
2021
Q3 | $14K | Hold |
79
| – | – | 0.01% | 108 |
|
|
2021
Q2 | $16K | Hold |
79
| – | – | 0.01% | 106 |
|
|
2021
Q1 | $13K | Hold |
79
| – | – | 0.01% | 102 |
|
|
2020
Q4 | $13K | Buy |
+79
| New | +$13K | 0.01% | 103 |
|