Portside Wealth Group’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 | $1.93M | Buy |
19,099
+29
| +0.2% | +$2.93K | 0.29% | 79 |
|
|
2025
Q1 | $2.1M | Buy |
19,070
+4,639
| +32% | +$510K | 0.34% | 73 |
|
|
2024
Q4 | $1.82M | Sell |
14,431
-833
| -5% | -$105K | 0.3% | 76 |
|
|
2024
Q3 | $2.08M | Buy |
15,264
+1,580
| +12% | +$215K | 0.36% | 69 |
|
|
2024
Q2 | $1.87M | Sell |
13,684
-2,103
| -13% | -$288K | 0.36% | 73 |
|
|
2024
Q1 | $2.35M | Buy |
15,787
+1,151
| +8% | +$171K | 0.43% | 66 |
|
|
2023
Q4 | $2.3M | Sell |
14,636
-580
| -4% | -$91.2K | 0.43% | 65 |
|
|
2023
Q3 | $2.37M | Sell |
15,216
-1,377
| -8% | -$215K | 0.45% | 62 |
|
|
2023
Q2 | $2.97M | Buy |
+16,593
| New | +$2.97M | 0.55% | 46 |
|