Peterson Wealth Services’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
Q2
$114K Sell
1,131
-149
-12% -$15K 0.03% 143
2025
Q1
$141K Buy
1,280
+18
+1% +$1.98K 0.04% 134
2024
Q4
$159K Buy
1,262
+11
+0.9% +$1.39K 0.05% 128
2024
Q3
$171K Buy
+1,251
New +$171K 0.05% 133