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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $685K | Buy |
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|
2025
Q4 | $658K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $219K | Buy |
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|
2023
Q3 | $215K | Hold |
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|
2023
Q2 | $248K | Sell |
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|
2023
Q1 | $285K | Sell |
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|
2022
Q4 | $264K | Sell |
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|
2022
Q3 | $305K | Sell |
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|
2022
Q2 | $400K | Buy |
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|
2022
Q1 | $406K | Hold |
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|
2021
Q4 | $405K | Buy |
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