Paragon Private Wealth Management’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
Q1 | – | Sell |
-3,047
| Closed | -$384K | – | 194 |
|
|
2024
Q4 | $384K | Sell |
3,047
-904
| -23% | -$114K | 0.18% | 124 |
|
|
2024
Q3 | $539K | Sell |
3,951
-230
| -6% | -$31.4K | 0.27% | 101 |
|
|
2024
Q2 | $572K | Sell |
4,181
-936
| -18% | -$128K | 0.32% | 89 |
|
|
2024
Q1 | $761K | Sell |
5,117
-434
| -8% | -$64.5K | 0.45% | 70 |
|
|
2023
Q4 | $873K | Sell |
5,551
-911
| -14% | -$143K | 0.61% | 58 |
|
|
2023
Q3 | $1.01M | Sell |
6,462
-792
| -11% | -$123K | 0.83% | 43 |
|
|
2023
Q2 | $1.3M | Buy |
7,254
+97
| +1% | +$17.4K | 1.03% | 30 |
|
|
2023
Q1 | $1.39M | Sell |
7,157
-77
| -1% | -$14.9K | 1.17% | 28 |
|
|
2022
Q4 | $1.26M | Buy |
7,234
+56
| +0.8% | +$9.74K | 1.13% | 28 |
|
|
2022
Q3 | $1.2M | Buy |
+7,178
| New | +$1.2M | 1.17% | 25 |
|