Net Worth Advisory Group’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
$466K Buy
4,612
+187
+4% +$18.9K 0.1% 203
2025
Q1
$487K Sell
4,425
-18
-0.4% -$1.98K 0.15% 162
2024
Q4
$560K Sell
4,443
-45
-1% -$5.67K 0.17% 153
2024
Q3
$612K Buy
+4,488
New +$612K 0.18% 154