Oak Harbor Wealth Partners’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 | $1.97M | Buy |
19,478
+905
| +5% | +$91.4K | 0.53% | 45 |
|
|
2025
Q1 | $2.04M | Hold |
18,573
| – | – | 0.58% | 40 |
|
|
2024
Q4 | $2.34M | Sell |
18,573
-96
| -0.5% | -$12.1K | 0.68% | 39 |
|
|
2024
Q3 | $2.55M | Buy |
18,669
+1,051
| +6% | +$143K | 0.73% | 36 |
|
|
2024
Q2 | $2.41M | Buy |
17,618
+5
| +0% | +$684 | 0.76% | 36 |
|
|
2024
Q1 | $2.62M | Buy |
17,613
+207
| +1% | +$30.8K | 0.82% | 35 |
|
|
2023
Q4 | $2.74M | Sell |
17,406
-51
| -0.3% | -$8.02K | 0.92% | 33 |
|
|
2023
Q3 | $2.72M | Sell |
17,457
-48
| -0.3% | -$7.48K | 0.96% | 29 |
|
|
2023
Q2 | $3.14M | Buy |
17,505
+4
| +0% | +$717 | 1.07% | 23 |
|
|
2023
Q1 | $3.4M | Buy |
17,501
+53
| +0.3% | +$10.3K | 1.23% | 19 |
|
|
2022
Q4 | $3.03M | Sell |
17,448
-47
| -0.3% | -$8.17K | 1.16% | 26 |
|
|
2022
Q3 | $2.83M | Buy |
17,495
+246
| +1% | +$39.7K | 1.11% | 26 |
|
|
2022
Q2 | $3.15M | Buy |
17,249
+26
| +0.2% | +$4.75K | 1.25% | 23 |
|
|
2022
Q1 | $3.69M | Sell |
17,223
-9
| -0.1% | -$1.93K | 1.21% | 23 |
|
|
2021
Q4 | $3.69M | Buy |
+17,232
| New | +$3.69M | 1.27% | 22 |
|