Noble 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
$730K Buy
7,230
+200
+3% +$20.2K 0.18% 47
2025
Q1
$773K Hold
7,030
0.21% 42
2024
Q4
$881K Hold
7,030
0.24% 41
2024
Q3
$958K Sell
7,030
-245
-3% -$33.4K 0.26% 41
2024
Q2
$996K Buy
7,275
+245
+3% +$33.5K 0.29% 38
2024
Q1
$1.04M Hold
7,030
0.3% 36
2023
Q4
$1.11M Hold
7,030
0.33% 36
2023
Q3
$1.1M Hold
7,030
0.37% 35
2023
Q2
$1.26M Hold
7,030
0.41% 35
2023
Q1
$1.36M Buy
+7,030
New +$1.36M 0.47% 35