PFG 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
Q2 | – | Sell |
-24
| Closed | -$2.64K | – | 238 |
|
|
2025
Q1 | $2.64K | Sell |
24
-2
| -8% | -$220 | ﹤0.01% | 220 |
|
|
2024
Q4 | $3.28K | Buy |
26
+9
| +53% | +$1.14K | ﹤0.01% | 180 |
|
|
2024
Q3 | $2.32K | Hold |
17
| – | – | ﹤0.01% | 199 |
|
|
2024
Q2 | $2.33K | Hold |
17
| – | – | ﹤0.01% | 199 |
|
|
2024
Q1 | $2.53K | Sell |
17
-2
| -11% | -$297 | ﹤0.01% | 183 |
|
|
2023
Q4 | $2.99K | Sell |
19
-25
| -57% | -$3.93K | ﹤0.01% | 178 |
|
|
2023
Q3 | $6.86K | Sell |
44
-26
| -37% | -$4.05K | 0.01% | 201 |
|
|
2023
Q2 | $12.5K | Buy |
70
+54
| +338% | +$9.68K | 0.01% | 200 |
|
|
2023
Q1 | $3.1K | Buy |
16
+11
| +220% | +$2.13K | ﹤0.01% | 243 |
|
|
2022
Q4 | $1K | Sell |
5
-10
| -67% | -$2K | ﹤0.01% | 334 |
|
|
2022
Q3 | $2K | Buy |
15
+10
| +200% | +$1.33K | ﹤0.01% | 315 |
|
|
2022
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 305 |
|
|
2022
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 288 |
|
|
2021
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 301 |
|
|
2021
Q3 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 296 |
|