Premier Path 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 | – | Sell |
-2,349
| Closed | -$258K | – | 398 |
|
|
2025
Q1 | $258K | Sell |
2,349
-306
| -12% | -$33.7K | 0.04% | 326 |
|
|
2024
Q4 | $335K | Sell |
2,655
-248
| -9% | -$31.3K | 0.05% | 285 |
|
|
2024
Q3 | $396K | Sell |
2,903
-306
| -10% | -$41.7K | 0.06% | 259 |
|
|
2024
Q2 | $439K | Sell |
3,209
-308
| -9% | -$42.1K | 0.07% | 243 |
|
|
2024
Q1 | $523K | Sell |
3,517
-57
| -2% | -$8.47K | 0.1% | 203 |
|
|
2023
Q4 | $562K | Buy |
+3,574
| New | +$562K | 0.12% | 177 |
|