Paulson 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 |
-1,945
| Closed | -$245K | – | 140 |
|
|
2024
Q4 | $245K | Sell |
1,945
-935
| -32% | -$118K | 0.07% | 125 |
|
|
2024
Q3 | $393K | Buy |
2,880
+87
| +3% | +$11.9K | 0.11% | 99 |
|
|
2024
Q2 | $382K | Buy |
2,793
+50
| +2% | +$6.84K | 0.11% | 93 |
|
|
2024
Q1 | $408K | Buy |
2,743
+79
| +3% | +$11.7K | 0.12% | 91 |
|
|
2023
Q4 | $419K | Buy |
2,664
+916
| +52% | +$144K | 0.13% | 83 |
|
|
2023
Q3 | $272K | Buy |
1,748
+49
| +3% | +$7.64K | 0.1% | 107 |
|
|
2023
Q2 | $305K | Buy |
+1,699
| New | +$305K | 0.1% | 98 |
|
|
2018
Q1 | – | Sell |
-500
| Closed | -$60K | – | 502 |
|
|
2017
Q4 | $60K | Buy |
+500
| New | +$60K | 0.05% | 186 |
|