Palumbo Wealth Management’s United Parcel Service UPS Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | 
        
          
          
            Change in  Stake  | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2025
         Q2  | $296K | Buy | 
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| 
        
          
      
        2025
         Q1  | $303K | Sell | 
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| 
        
          
      
        2024
         Q4  | $354K | Sell | 
         | 
    |||||
| 
        
          
      
        2024
         Q3  | $420K | Buy | 
         | 
    |||||
| 
        
          
      
        2024
         Q2  | $422K | Sell | 
         | 
    |||||
| 
        
          
      
        2024
         Q1  | $476K | Sell | 
         | 
    |||||
| 
        
          
      
        2023
         Q4  | $535K | Sell | 
         | 
    |||||
| 
        
          
      
        2023
         Q3  | $590K | Sell | 
         | 
    |||||
| 
        
          
      
        2023
         Q2  | $821K | Sell | 
         | 
    |||||
| 
        
          
      
        2023
         Q1  | $1.05M | Sell | 
         | 
    |||||
| 
        
          
      
        2022
         Q4  | $987K | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q3  | $845K | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q2  | $880K | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q1  | $979K | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q4  | $959K | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q3  | $788K | Sell | 
         | 
    |||||
| 
        
          
      
        2021
         Q2  | $1.16M | Sell | 
         | 
    |||||
| 
        
          
      
        2021
         Q1  | $961K | Buy | 
         | 
    |||||
| 
        
          
      
        2020
         Q4  | $924K | Buy | 
         |