MWA Asset Management’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 |
-4,326
| Closed | -$546K | – | 127 |
|
|
2024
Q4 | $546K | Sell |
4,326
-652
| -13% | -$82.2K | 0.36% | 76 |
|
|
2024
Q3 | $679K | Sell |
4,978
-7,599
| -60% | -$1.04M | 0.45% | 67 |
|
|
2024
Q2 | $1.72M | Sell |
12,577
-557
| -4% | -$76.2K | 1.23% | 28 |
|
|
2024
Q1 | $1.95M | Sell |
13,134
-548
| -4% | -$81.4K | 1.41% | 21 |
|
|
2023
Q4 | $2.15M | Buy |
13,682
+46
| +0.3% | +$7.23K | 1.78% | 16 |
|
|
2023
Q3 | $2.13M | Buy |
+13,636
| New | +$2.13M | 2.05% | 14 |
|