OBWG
Onyx Bridge Wealth Group’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Sell |
2,961
-163
| -5% | -$16.5K | 0.04% | 235 |
|
|
2025
Q1 | $344K | Sell |
3,124
-532
| -15% | -$58.5K | 0.05% | 199 |
|
|
2024
Q4 | $461K | Buy |
+3,656
| New | +$461K | 0.07% | 166 |
|
|
2022
Q3 | – | Sell |
-1,204
| Closed | -$226K | – | 197 |
|
|
2022
Q2 | $226K | Sell |
1,204
-616
| -34% | -$116K | 0.1% | 130 |
|
|
2022
Q1 | $339K | Buy |
1,820
+214
| +13% | +$39.9K | 0.13% | 89 |
|
|
2021
Q4 | $343K | Buy |
1,606
+276
| +21% | +$58.9K | 0.12% | 98 |
|
|
2021
Q3 | $257K | Sell |
1,330
-25
| -2% | -$4.83K | 0.1% | 118 |
|
|
2021
Q2 | $285K | Buy |
+1,355
| New | +$285K | 0.12% | 84 |
|