Perfromance Wealth Partners’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
Q4
$658K Buy
2024
Q1
Sell
2023
Q4
$219K Buy
2023
Q3
$215K Hold
2023
Q2
$248K Sell
2023
Q1
$285K Sell
2022
Q4
$264K Sell
2022
Q3
$305K Sell
2022
Q2
$400K Buy
2022
Q1
$406K Hold
2021
Q4
$405K Buy