PWM
Palumbo Wealth Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Buy |
2,932
+173
| +6% | +$17.5K | 0.09% | 145 |
|
|
2025
Q1 | $303K | Sell |
2,759
-47
| -2% | -$5.17K | 0.1% | 131 |
|
|
2024
Q4 | $354K | Sell |
2,806
-277
| -9% | -$34.9K | 0.13% | 110 |
|
|
2024
Q3 | $420K | Buy |
3,083
+3
| +0.1% | +$409 | 0.16% | 95 |
|
|
2024
Q2 | $422K | Sell |
3,080
-123
| -4% | -$16.8K | 0.18% | 88 |
|
|
2024
Q1 | $476K | Sell |
3,203
-199
| -6% | -$29.6K | 0.21% | 78 |
|
|
2023
Q4 | $535K | Sell |
3,402
-386
| -10% | -$60.7K | 0.27% | 68 |
|
|
2023
Q3 | $590K | Sell |
3,788
-790
| -17% | -$123K | 0.32% | 59 |
|
|
2023
Q2 | $821K | Sell |
4,578
-840
| -16% | -$151K | 0.5% | 42 |
|
|
2023
Q1 | $1.05M | Sell |
5,418
-258
| -5% | -$50K | 0.7% | 34 |
|
|
2022
Q4 | $987K | Buy |
5,676
+447
| +9% | +$77.7K | 0.78% | 30 |
|
|
2022
Q3 | $845K | Buy |
5,229
+407
| +8% | +$65.8K | 0.72% | 33 |
|
|
2022
Q2 | $880K | Buy |
4,822
+255
| +6% | +$46.5K | 0.7% | 31 |
|
|
2022
Q1 | $979K | Buy |
4,567
+91
| +2% | +$19.5K | 0.63% | 38 |
|
|
2021
Q4 | $959K | Buy |
4,476
+148
| +3% | +$31.7K | 0.6% | 36 |
|
|
2021
Q3 | $788K | Sell |
4,328
-1,263
| -23% | -$230K | 0.52% | 43 |
|
|
2021
Q2 | $1.16M | Sell |
5,591
-61
| -1% | -$12.7K | 0.78% | 25 |
|
|
2021
Q1 | $961K | Buy |
5,652
+163
| +3% | +$27.7K | 0.72% | 31 |
|
|
2020
Q4 | $924K | Buy |
+5,489
| New | +$924K | 0.75% | 23 |
|