Phillips Wealth Planners’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 | $283K | Sell |
2,761
-34
| -1% | -$3.48K | 0.26% | 143 |
|
|
2025
Q1 | $271K | Buy |
+2,795
| New | +$271K | 0.29% | 125 |
|
|
2024
Q4 | – | Sell |
-3,584
| Closed | -$487K | – | 197 |
|
|
2024
Q3 | $487K | Sell |
3,584
-261
| -7% | -$35.5K | 0.47% | 69 |
|
|
2024
Q2 | $522K | Sell |
3,845
-116
| -3% | -$15.7K | 0.55% | 59 |
|
|
2024
Q1 | $566K | Buy |
3,961
+781
| +25% | +$112K | 0.65% | 41 |
|
|
2023
Q4 | $498K | Sell |
3,180
-1,454
| -31% | -$228K | 0.6% | 51 |
|
|
2023
Q3 | $705K | Sell |
4,634
-1,025
| -18% | -$156K | 0.95% | 32 |
|
|
2023
Q2 | $1.01M | Buy |
5,659
+78
| +1% | +$14K | 1.33% | 17 |
|
|
2023
Q1 | $1.02M | Buy |
5,581
+192
| +4% | +$35K | 1.34% | 12 |
|
|
2022
Q4 | $1.01M | Buy |
+5,389
| New | +$1.01M | 1.76% | 16 |
|