Precedent Wealth Partners’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 | $1.21M | Buy |
12,006
+2,519
| +27% | +$254K | 0.3% | 100 |
|
|
2025
Q1 | $1.04M | Buy |
9,487
+2,862
| +43% | +$315K | 0.29% | 97 |
|
|
2024
Q4 | $835K | Sell |
6,625
-301
| -4% | -$38K | 0.27% | 94 |
|
|
2024
Q3 | $944K | Buy |
6,926
+1,097
| +19% | +$150K | 0.31% | 84 |
|
|
2024
Q2 | $798K | Buy |
5,829
+633
| +12% | +$86.6K | 0.32% | 80 |
|
|
2024
Q1 | $772K | Buy |
5,196
+569
| +12% | +$84.6K | 0.33% | 78 |
|
|
2023
Q4 | $727K | Buy |
+4,627
| New | +$727K | 0.37% | 72 |
|